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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 | $80,938 | $211,946-61.8% | $169,452-52.2% | $135,380-40.2% |
| Participation rate | 8.3% | 82.6%-74.3pp | 77.8%-69.4pp | 82.6%-74.3pp |
| Annual return | -9.10% | 3.26%-12.4pp | 1.83%-10.9pp | 519.81%-528.9pp |
| Employer contribution / active EE | $86 | $5,117-98.3% | $4,157-97.9% | $4,779-98.2% |
| Participant deferral / active EE | $1,521 | $6,075-75.0% | $5,277-71.2% | $5,609-72.9% |
| Admin fee / account holder | $607 | $11,472-94.7% | $9,110-93.3% | $10,828-94.4% |