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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 | $31,760 | $190,879-83.4% | $160,009-80.2% | $134,532-76.4% |
| Participation rate | 63.2% | 82.0%-18.8pp | 78.0%-14.8pp | 81.2%-18.1pp |
| Annual return | -15.86% | 552.63%-568.5pp | 408.85%-424.7pp | 418.27%-434.1pp |
| Employer contribution / active EE | $589 | $4,995-88.2% | $4,225-86.1% | $4,741-87.6% |
| Participant deferral / active EE | $2,525 | $6,924-63.5% | $6,183-59.2% | $6,401-60.5% |
| Admin fee / account holder | $2,412 | $10,495-77.0% | $8,715-72.3% | $11,429-78.9% |