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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 | $29,893 | $99,032-69.8% | $80,022-62.6% | $135,380-77.9% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -8.40% | 15.39%-23.8pp | 11.22%-19.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $361 | $3,043-88.1% | $2,468-85.4% | $4,779-92.5% |
| Participant deferral / active EE | $1,443 | $4,282-66.3% | $3,686-60.8% | $5,609-74.3% |
| Admin fee / account holder | $582 | $10,436-94.4% | $6,521-91.1% | $10,828-94.6% |