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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 | $26,957 | $167,362-83.9% | $143,799-81.3% | $134,532-80.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -19.23% | 0.47%-19.7pp | -0.04%-19.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $234 | $5,620-95.8% | $4,952-95.3% | $4,741-95.1% |
| Participant deferral / active EE | $3,845 | $6,447-40.4% | $5,638-31.8% | $6,401-39.9% |
| Admin fee / account holder | $757 | $18,094-95.8% | $14,677-94.8% | $11,429-93.4% |