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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 | $35,517 | $134,001-73.5% | $112,258-68.4% | $134,509-73.6% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | -18.72% | 47.15%-65.9pp | 27.47%-46.2pp | 418.13%-436.9pp |
| Employer contribution / active EE | $292 | $4,039-92.8% | $3,636-92.0% | $4,741-93.8% |
| Participant deferral / active EE | $1,688 | $5,291-68.1% | $4,728-64.3% | $6,400-73.6% |
| Admin fee / account holder | $375 | $7,491-95.0% | $6,411-94.2% | $11,427-96.7% |