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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 | $45,762 | $152,591-70.0% | $117,529-61.1% | $134,545-66.0% |
| Participation rate | 42.9% | 77.1%-34.3pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -13.64% | 53.04%-66.7pp | 29.77%-43.4pp | 418.37%-432.0pp |
| Employer contribution / active EE | $124 | $5,576-97.8% | $4,179-97.0% | $4,742-97.4% |
| Participant deferral / active EE | $1,236 | $4,821-74.4% | $4,072-69.6% | $6,401-80.7% |
| Admin fee / account holder | $3,893 | $7,004-44.4% | $5,645-31.0% | $11,431-65.9% |