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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 | $42,422 | $113,941-62.8% | $94,228-55.0% | $125,388-66.2% |
| Participation rate | 40.0% | 82.9%-42.9pp | 78.8%-38.8pp | 83.2%-43.2pp |
| Annual return | -3.32% | 5.29%-8.6pp | 10.68%-14.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $276 | $4,727-94.2% | $3,587-92.3% | $4,866-94.3% |
| Participant deferral / active EE | $1,810 | $5,179-65.0% | $4,320-58.1% | $5,352-66.2% |
| Admin fee / account holder | $486 | $8,392-94.2% | $6,269-92.3% | $9,541-94.9% |