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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 | $57,893 | $133,981-56.8% | $112,249-48.4% | $134,532-57.0% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -17.03% | 47.16%-64.2pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $693 | $4,040-82.9% | $3,636-81.0% | $4,741-85.4% |
| Participant deferral / active EE | $2,161 | $5,292-59.2% | $4,729-54.3% | $6,401-66.2% |
| Admin fee / account holder | $492 | $7,492-93.4% | $6,412-92.3% | $11,429-95.7% |