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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 | $34,323 | $167,353-79.5% | $143,797-76.1% | $134,545-74.5% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -14.12% | 0.48%-14.6pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $969 | $5,620-82.8% | $4,952-80.4% | $4,742-79.6% |
| Participant deferral / active EE | $3,952 | $6,447-38.7% | $5,638-29.9% | $6,401-38.3% |
| Admin fee / account holder | $10,811 | $18,096-40.3% | $14,679-26.4% | $11,431-5.4% |