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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 | $23,913 | $93,124-74.3% | $77,100-69.0% | $134,545-82.2% |
| Participation rate | 36.4% | 74.5%-38.1pp | 67.9%-31.6pp | 81.2%-44.9pp |
| Annual return | -18.63% | 62.68%-81.3pp | 42.35%-61.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $261 | $3,421-92.4% | $2,815-90.7% | $4,742-94.5% |
| Participant deferral / active EE | $2,268 | $5,242-56.7% | $4,430-48.8% | $6,401-64.6% |
| Admin fee / account holder | $3,122 | $6,970-55.2% | $5,443-42.6% | $11,431-72.7% |