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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 | $40,485 | $133,998-69.8% | $112,263-63.9% | $134,545-69.9% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -19.19% | 47.17%-66.4pp | 27.49%-46.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $638 | $4,040-84.2% | $3,636-82.5% | $4,742-86.5% |
| Participant deferral / active EE | $2,567 | $5,292-51.5% | $4,729-45.7% | $6,401-59.9% |
| Admin fee / account holder | $4,398 | $7,493-41.3% | $6,410-31.4% | $11,431-61.5% |