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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 | $26,668 | $75,962-64.9% | $154,108-82.7% | $64,173-58.4% |
| Participation rate | 62.9% | 70.4%-7.6pp | 83.0%-20.2pp | 69.6%-6.7pp |
| Annual return | -5.28% | 30.32%-35.6pp | 735.21%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $374 | $3,350-88.8% | $5,298-92.9% | $2,381-84.3% |
| Participant deferral / active EE | $1,601 | $3,175-49.6% | $5,081-68.5% | $3,470-53.8% |
| Admin fee / account holder | $477 | $5,589-91.5% | $13,411-96.4% | $4,887-90.3% |