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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 | $35,301 | $211,946-83.3% | $169,452-79.2% | $135,379-73.9% |
| Participation rate | 37.5% | 82.6%-45.1pp | 77.8%-40.3pp | 82.6%-45.1pp |
| Annual return | -4.37% | 3.26%-7.6pp | 1.83%-6.2pp | 519.79%-524.2pp |
| Employer contribution / active EE | $178 | $5,117-96.5% | $4,157-95.7% | $4,779-96.3% |
| Participant deferral / active EE | $1,526 | $6,075-74.9% | $5,277-71.1% | $5,609-72.8% |
| Admin fee / account holder | $2,199 | $11,472-80.8% | $9,110-75.9% | $10,828-79.7% |