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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 | $29,757 | $95,915-69.0% | $79,580-62.6% | $134,532-77.9% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -15.90% | -2.71%-13.2pp | 0.15%-16.1pp | 418.27%-434.2pp |
| Employer contribution / active EE | $445 | $3,129-85.8% | $2,413-81.5% | $4,741-90.6% |
| Participant deferral / active EE | $2,666 | $4,693-43.2% | $3,985-33.1% | $6,401-58.4% |
| Admin fee / account holder | $5,649 | $9,132-38.1% | $6,835-17.4% | $11,429-50.6% |