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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 | $45,392 | $56,197-19.2% | $67,652-32.9% | $59,633-23.9% |
| Participation rate | 67.9% | 71.5%-3.6pp | 75.7%-7.8pp | 68.7%-0.8pp |
| Annual return | -1.35% | 18508.10%-18509.5pp | 6625.40%-6626.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $218 | $1,615-86.5% | $2,266-90.4% | $2,203-90.1% |
| Participant deferral / active EE | $2,078 | $2,844-26.9% | $3,560-41.6% | $3,192-34.9% |
| Admin fee / account holder | $808 | $3,958-79.6% | $4,821-83.2% | $4,297-81.2% |