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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 | $25,046 | $95,917-73.9% | $79,583-68.5% | $134,545-81.4% |
| Participation rate | 42.1% | 75.0%-32.9pp | 69.5%-27.4pp | 81.2%-39.1pp |
| Annual return | -15.32% | -2.70%-12.6pp | 0.16%-15.5pp | 418.37%-433.7pp |
| Employer contribution / active EE | $16 | $3,129-99.5% | $2,414-99.3% | $4,742-99.7% |
| Participant deferral / active EE | $1,636 | $4,694-65.2% | $3,986-59.0% | $6,401-74.4% |
| Admin fee / account holder | $1,259 | $9,132-86.2% | $6,835-81.6% | $11,431-89.0% |