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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 | $46,683 | $46,6970% | $117,533-60.3% | $68,486-31.8% |
| Participation rate | 30.1% | 56.8%-26.6pp | 70.6%-40.5pp | 67.9%-37.8pp |
| Annual return | -12.44% | -14.52%+2.1pp | 29.77%-42.2pp | -7.85%-4.6pp |
| Employer contribution / active EE | $248 | $1,506-83.5% | $4,179-94.1% | $2,597-90.5% |
| Participant deferral / active EE | $1,008 | $2,637-61.8% | $4,072-75.2% | $4,028-75.0% |
| Admin fee / account holder | $3,048 | $4,023-24.2% | $5,647-46.0% | $5,404-43.6% |