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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 | $19,934 | $57,352-65.2% | $83,830-76.2% | $64,173-68.9% |
| Participation rate | 41.4% | 68.6%-27.2pp | 76.1%-34.8pp | 69.6%-28.2pp |
| Annual return | -0.67% | 11.38%-12.1pp | 850.97%-851.6pp | 7.63%-8.3pp |
| Employer contribution / active EE | $306 | $2,546-88.0% | $3,631-91.6% | $2,381-87.2% |
| Participant deferral / active EE | $1,650 | $2,993-44.9% | $4,082-59.6% | $3,470-52.4% |
| Admin fee / account holder | $503 | $4,046-87.6% | $5,479-90.8% | $4,887-89.7% |