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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 | $46,194 | $85,790-46.2% | $67,313-31.4% | $135,379-65.9% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -6.02% | -0.54%-5.5pp | -4.08%-1.9pp | 519.79%-525.8pp |
| Employer contribution / active EE | $242 | $3,487-93.0% | $2,566-90.6% | $4,779-94.9% |
| Participant deferral / active EE | $1,951 | $4,651-58.1% | $3,568-45.3% | $5,609-65.2% |
| Admin fee / account holder | $4,698 | $6,392-26.5% | $4,507+4.2% | $10,828-56.6% |