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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 | $57,326 | $82,288-30.3% | $68,794-16.7% | $134,509-57.4% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.0%-44.0pp | 81.2%-56.2pp |
| Annual return | -13.00% | -2.19%-10.8pp | -6.37%-6.6pp | 418.13%-431.1pp |
| Employer contribution / active EE | $471 | $3,301-85.7% | $2,656-82.3% | $4,741-90.1% |
| Participant deferral / active EE | $1,872 | $4,738-60.5% | $3,941-52.5% | $6,400-70.7% |
| Admin fee / account holder | $3,440 | $6,482-46.9% | $4,934-30.3% | $11,427-69.9% |