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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 | $14,019 | $133,981-89.5% | $112,249-87.5% | $134,532-89.6% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -17.19% | 47.16%-64.4pp | 27.48%-44.7pp | 418.27%-435.5pp |
| Employer contribution / active EE | $68 | $4,040-98.3% | $3,636-98.1% | $4,741-98.6% |
| Participant deferral / active EE | $1,905 | $5,292-64.0% | $4,729-59.7% | $6,401-70.2% |
| Admin fee / account holder | $520 | $7,492-93.1% | $6,412-91.9% | $11,429-95.5% |