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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 | $24,713 | $49,177-49.7% | $79,466-68.9% | $64,173-61.5% |
| Participation rate | 27.1% | 65.0%-37.9pp | 73.3%-46.3pp | 69.6%-42.5pp |
| Annual return | -5.08% | -1.16%-3.9pp | 718.28%-723.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $175 | $2,076-91.6% | $2,800-93.8% | $2,381-92.6% |
| Participant deferral / active EE | $868 | $2,821-69.2% | $3,704-76.6% | $3,470-75.0% |
| Admin fee / account holder | $2,666 | $3,839-30.6% | $5,104-47.8% | $4,887-45.5% |