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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 | $36,496 | $68,996-47.1% | $159,991-77.2% | $68,495-46.7% |
| Participation rate | 64.3% | 65.4%-1.1pp | 78.0%-13.7pp | 67.9%-3.6pp |
| Annual return | -16.45% | -9.65%-6.8pp | 408.82%-425.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $427 | $2,212-80.7% | $4,225-89.9% | $2,596-83.6% |
| Participant deferral / active EE | $1,706 | $4,211-59.5% | $6,183-72.4% | $4,028-57.6% |
| Admin fee / account holder | $811 | $4,797-83.1% | $8,715-90.7% | $5,403-85.0% |