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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 | $16,430 | $87,016-81.1% | $63,244-74.0% | $125,388-86.9% |
| Participation rate | 53.3% | 77.1%-23.7pp | 71.0%-17.7pp | 83.2%-29.9pp |
| Annual return | -2.84% | 21.71%-24.6pp | -70.31%+67.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $276 | $3,601-92.3% | $2,322-88.1% | $4,866-94.3% |
| Participant deferral / active EE | $1,044 | $3,939-73.5% | $2,953-64.7% | $5,352-80.5% |
| Admin fee / account holder | $6,231 | $11,954-47.9% | $5,893+5.7% | $9,541-34.7% |