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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 | $24,284 | $95,915-74.7% | $79,580-69.5% | $134,532-81.9% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -19.43% | -2.71%-16.7pp | 0.15%-19.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $351 | $3,129-88.8% | $2,413-85.5% | $4,741-92.6% |
| Participant deferral / active EE | $1,754 | $4,693-62.6% | $3,985-56.0% | $6,401-72.6% |
| Admin fee / account holder | $6,174 | $9,132-32.4% | $6,835-9.7% | $11,429-46.0% |