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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 | $24,813 | $133,998-81.5% | $112,263-77.9% | $134,545-81.6% |
| Participation rate | 54.2% | 78.6%-24.4pp | 75.1%-20.9pp | 81.2%-27.1pp |
| Annual return | -19.30% | 47.17%-66.5pp | 27.49%-46.8pp | 418.37%-437.7pp |
| Employer contribution / active EE | $271 | $4,040-93.3% | $3,636-92.6% | $4,742-94.3% |
| Participant deferral / active EE | $3,287 | $5,292-37.9% | $4,729-30.5% | $6,401-48.7% |
| Admin fee / account holder | $488 | $7,493-93.5% | $6,410-92.4% | $11,431-95.7% |