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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 | $18,424 | $133,981-86.2% | $112,249-83.6% | $134,532-86.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -17.09% | 47.16%-64.3pp | 27.48%-44.6pp | 418.27%-435.4pp |
| Employer contribution / active EE | $570 | $4,040-85.9% | $3,636-84.3% | $4,741-88.0% |
| Participant deferral / active EE | $1,523 | $5,292-71.2% | $4,729-67.8% | $6,401-76.2% |
| Admin fee / account holder | $340 | $7,492-95.5% | $6,412-94.7% | $11,429-97.0% |