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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 | $33,031 | $133,981-75.3% | $112,249-70.6% | $134,532-75.4% |
| Participation rate | 31.8% | 78.6%-46.7pp | 75.1%-43.2pp | 81.2%-49.4pp |
| Annual return | -17.84% | 47.16%-65.0pp | 27.48%-45.3pp | 418.27%-436.1pp |
| Employer contribution / active EE | $605 | $4,040-85.0% | $3,636-83.4% | $4,741-87.2% |
| Participant deferral / active EE | $3,032 | $5,292-42.7% | $4,729-35.9% | $6,401-52.6% |
| Admin fee / account holder | $10,106 | $7,492+34.9% | $6,412+57.6% | $11,429-11.6% |