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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 | $22,850 | $105,867-78.4% | $90,760-74.8% | $134,532-83.0% |
| Participation rate | 54.5% | 78.3%-23.7pp | 75.7%-21.1pp | 81.2%-26.7pp |
| Annual return | -16.80% | -10.99%-5.8pp | -12.16%-4.6pp | 418.27%-435.1pp |
| Employer contribution / active EE | $191 | $3,464-94.5% | $2,922-93.5% | $4,741-96.0% |
| Participant deferral / active EE | $1,800 | $5,217-65.5% | $4,565-60.6% | $6,401-71.9% |
| Admin fee / account holder | $2,664 | $13,936-80.9% | $8,444-68.5% | $11,429-76.7% |