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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 | $46,254 | $134,001-65.5% | $112,258-58.8% | $134,509-65.6% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -16.47% | 47.15%-63.6pp | 27.47%-43.9pp | 418.13%-434.6pp |
| Employer contribution / active EE | $438 | $4,039-89.2% | $3,636-88.0% | $4,741-90.8% |
| Participant deferral / active EE | $2,142 | $5,291-59.5% | $4,728-54.7% | $6,400-66.5% |
| Admin fee / account holder | $5,673 | $7,491-24.3% | $6,411-11.5% | $11,427-50.4% |