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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 | $30,248 | $95,917-68.5% | $79,583-62.0% | $134,545-77.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -14.78% | -2.70%-12.1pp | 0.16%-14.9pp | 418.37%-433.2pp |
| Employer contribution / active EE | $250 | $3,129-92.0% | $2,414-89.7% | $4,742-94.7% |
| Participant deferral / active EE | $2,903 | $4,694-38.2% | $3,986-27.2% | $6,401-54.7% |
| Admin fee / account holder | $3,429 | $9,132-62.5% | $6,835-49.8% | $11,431-70.0% |