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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 | $48,133 | $68,996-30.2% | $159,991-69.9% | $68,495-29.7% |
| Participation rate | 51.6% | 65.4%-13.8pp | 78.0%-26.4pp | 67.9%-16.3pp |
| Annual return | -16.84% | -9.65%-7.2pp | 408.82%-425.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $316 | $2,212-85.7% | $4,225-92.5% | $2,596-87.8% |
| Participant deferral / active EE | $1,920 | $4,211-54.4% | $6,183-68.9% | $4,028-52.3% |
| Admin fee / account holder | $942 | $4,797-80.4% | $8,715-89.2% | $5,403-82.6% |