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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 | $52,984 | $99,032-46.5% | $80,022-33.8% | $135,380-60.9% |
| Participation rate | 37.5% | 78.4%-40.9pp | 75.8%-38.3pp | 82.6%-45.1pp |
| Annual return | -7.16% | 15.39%-22.5pp | 11.22%-18.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $212 | $3,043-93.0% | $2,468-91.4% | $4,779-95.6% |
| Participant deferral / active EE | $1,230 | $4,282-71.3% | $3,686-66.6% | $5,609-78.1% |
| Admin fee / account holder | $1,074 | $10,436-89.7% | $6,521-83.5% | $10,828-90.1% |