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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 | $30,915 | $133,981-76.9% | $112,249-72.5% | $134,532-77.0% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -20.35% | 47.16%-67.5pp | 27.48%-47.8pp | 418.27%-438.6pp |
| Employer contribution / active EE | $767 | $4,040-81.0% | $3,636-78.9% | $4,741-83.8% |
| Participant deferral / active EE | $2,042 | $5,292-61.4% | $4,729-56.8% | $6,401-68.1% |
| Admin fee / account holder | $673 | $7,492-91.0% | $6,412-89.5% | $11,429-94.1% |