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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 | $34,819 | $85,790-59.4% | $67,313-48.3% | $135,380-74.3% |
| Participation rate | 41.7% | 76.5%-34.8pp | 69.1%-27.4pp | 82.6%-41.0pp |
| Annual return | -5.66% | -0.54%-5.1pp | -4.08%-1.6pp | 519.81%-525.5pp |
| Employer contribution / active EE | $71 | $3,487-98.0% | $2,566-97.2% | $4,779-98.5% |
| Participant deferral / active EE | $1,333 | $4,651-71.3% | $3,568-62.7% | $5,609-76.2% |
| Admin fee / account holder | $496 | $6,392-92.2% | $4,507-89.0% | $10,828-95.4% |