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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 | $18,957 | $100,805-81.2% | $86,698-78.1% | $134,532-85.9% |
| Participation rate | 54.5% | 79.0%-24.4pp | 76.6%-22.0pp | 81.2%-26.7pp |
| Annual return | -19.62% | 29.09%-48.7pp | 35.95%-55.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $595 | $3,490-83.0% | $2,837-79.0% | $4,741-87.5% |
| Participant deferral / active EE | $2,825 | $5,339-47.1% | $4,656-39.3% | $6,401-55.9% |
| Admin fee / account holder | $1,023 | $10,925-90.6% | $7,493-86.4% | $11,429-91.1% |