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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 | $22,517 | $95,188-76.3% | $76,518-70.6% | $135,380-83.4% |
| Participation rate | 46.2% | 74.4%-28.2pp | 68.0%-21.8pp | 82.6%-36.5pp |
| Annual return | -6.67% | 4.85%-11.5pp | -0.27%-6.4pp | 519.81%-526.5pp |
| Employer contribution / active EE | $135 | $3,303-95.9% | $2,647-94.9% | $4,779-97.2% |
| Participant deferral / active EE | $656 | $4,640-85.9% | $3,836-82.9% | $5,609-88.3% |
| Admin fee / account holder | $1,850 | $6,249-70.4% | $4,849-61.8% | $10,828-82.9% |