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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 | $43,933 | $142,392-69.1% | $119,622-63.3% | $134,532-67.3% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | -16.96% | -12.46%-4.5pp | -14.98%-2.0pp | 418.27%-435.2pp |
| Employer contribution / active EE | $243 | $5,224-95.3% | $4,232-94.3% | $4,741-94.9% |
| Participant deferral / active EE | $2,430 | $6,467-62.4% | $5,601-56.6% | $6,401-62.0% |
| Admin fee / account holder | $2,012 | $13,593-85.2% | $10,328-80.5% | $11,429-82.4% |