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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 | $49,190 | $133,981-63.3% | $112,249-56.2% | $134,532-63.4% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.1%-36.6pp | 81.2%-42.8pp |
| Annual return | -20.23% | 47.16%-67.4pp | 27.48%-47.7pp | 418.27%-438.5pp |
| Employer contribution / active EE | $608 | $4,040-84.9% | $3,636-83.3% | $4,741-87.2% |
| Participant deferral / active EE | $3,592 | $5,292-32.1% | $4,729-24.0% | $6,401-43.9% |
| Admin fee / account holder | $746 | $7,492-90.0% | $6,412-88.4% | $11,429-93.5% |