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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 | $38,598 | $211,946-81.8% | $169,452-77.2% | $135,380-71.5% |
| Participation rate | 31.6% | 82.6%-51.1pp | 77.8%-46.2pp | 82.6%-51.1pp |
| Annual return | -6.25% | 3.26%-9.5pp | 1.83%-8.1pp | 519.81%-526.1pp |
| Employer contribution / active EE | $152 | $5,117-97.0% | $4,157-96.3% | $4,779-96.8% |
| Participant deferral / active EE | $1,522 | $6,075-75.0% | $5,277-71.2% | $5,609-72.9% |
| Admin fee / account holder | $7,096 | $11,472-38.1% | $9,110-22.1% | $10,828-34.5% |