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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 | $21,409 | $106,115-79.8% | $85,969-75.1% | $125,389-82.9% |
| Participation rate | 57.1% | 84.1%-26.9pp | 76.5%-19.4pp | 83.2%-26.0pp |
| Annual return | -2.77% | 13.93%-16.7pp | 9.32%-12.1pp | 282.24%-285.0pp |
| Employer contribution / active EE | $725 | $4,537-84.0% | $3,474-79.1% | $4,866-85.1% |
| Participant deferral / active EE | $1,638 | $4,859-66.3% | $3,829-57.2% | $5,352-69.4% |
| Admin fee / account holder | $1,253 | $8,144-84.6% | $6,053-79.3% | $9,541-86.9% |