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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 | $32,634 | $78,694-58.5% | $67,653-51.8% | $125,388-74.0% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -0.63% | 9.46%-10.1pp | 6625.22%-6625.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $350 | $3,044-88.5% | $2,266-84.6% | $4,866-92.8% |
| Participant deferral / active EE | $1,367 | $4,292-68.1% | $3,560-61.6% | $5,352-74.5% |
| Admin fee / account holder | $5,282 | $7,403-28.7% | $4,821+9.6% | $9,541-44.6% |