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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 | $38,046 | $100,805-62.3% | $86,698-56.1% | $134,532-71.7% |
| Participation rate | 46.2% | 79.0%-32.8pp | 76.6%-30.4pp | 81.2%-35.1pp |
| Annual return | -19.49% | 29.09%-48.6pp | 35.95%-55.4pp | 418.27%-437.8pp |
| Employer contribution / active EE | $356 | $3,490-89.8% | $2,837-87.5% | $4,741-92.5% |
| Participant deferral / active EE | $2,178 | $5,339-59.2% | $4,656-53.2% | $6,401-66.0% |
| Admin fee / account holder | $827 | $10,925-92.4% | $7,493-89.0% | $11,429-92.8% |