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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 | $41,077 | $167,362-75.5% | $143,799-71.4% | $134,532-69.5% |
| Participation rate | 52.2% | 84.8%-32.6pp | 80.3%-28.1pp | 81.2%-29.1pp |
| Annual return | -11.47% | 0.47%-11.9pp | -0.04%-11.4pp | 418.27%-429.7pp |
| Employer contribution / active EE | $337 | $5,620-94.0% | $4,952-93.2% | $4,741-92.9% |
| Participant deferral / active EE | $2,968 | $6,447-54.0% | $5,638-47.4% | $6,401-53.6% |
| Admin fee / account holder | $1,468 | $18,094-91.9% | $14,677-90.0% | $11,429-87.2% |