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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 | $23,961 | $57,352-58.2% | $83,830-71.4% | $64,173-62.7% |
| Participation rate | 68.6% | 68.6%0pp | 76.1%-7.5pp | 69.6%-0.9pp |
| Annual return | -6.63% | 11.38%-18.0pp | 850.97%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $336 | $2,546-86.8% | $3,631-90.8% | $2,381-85.9% |
| Participant deferral / active EE | $1,534 | $2,993-48.8% | $4,082-62.4% | $3,470-55.8% |
| Admin fee / account holder | $1,308 | $4,046-67.7% | $5,479-76.1% | $4,887-73.2% |