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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,451 | $133,998-85.5% | $112,263-82.7% | $134,545-85.5% |
| Participation rate | 43.5% | 78.6%-35.1pp | 75.1%-31.6pp | 81.2%-37.8pp |
| Annual return | -16.99% | 47.17%-64.2pp | 27.49%-44.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $675 | $4,040-83.3% | $3,636-81.4% | $4,742-85.8% |
| Participant deferral / active EE | $1,996 | $5,292-62.3% | $4,729-57.8% | $6,401-68.8% |
| Admin fee / account holder | $6,801 | $7,493-9.2% | $6,410+6.1% | $11,431-40.5% |