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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 | $29,607 | $142,392-79.2% | $119,622-75.2% | $134,532-78.0% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -15.61% | -12.46%-3.1pp | -14.98%-0.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $147 | $5,224-97.2% | $4,232-96.5% | $4,741-96.9% |
| Participant deferral / active EE | $4,257 | $6,467-34.2% | $5,601-24.0% | $6,401-33.5% |
| Admin fee / account holder | $303 | $13,593-97.8% | $10,328-97.1% | $11,429-97.3% |