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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 | $16,840 | $75,962-77.8% | $154,108-89.1% | $64,173-73.8% |
| Participation rate | 48.9% | 70.4%-21.5pp | 83.0%-34.1pp | 69.6%-20.7pp |
| Annual return | -6.80% | 30.32%-37.1pp | 735.21%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $202 | $3,350-94.0% | $5,298-96.2% | $2,381-91.5% |
| Participant deferral / active EE | $3,473 | $3,175+9.4% | $5,081-31.6% | $3,470+0.1% |
| Admin fee / account holder | $1,105 | $5,589-80.2% | $13,411-91.8% | $4,887-77.4% |