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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 | $67,950 | $113,941-40.4% | $94,229-27.9% | $125,389-45.8% |
| Participation rate | 31.3% | 82.9%-51.6pp | 78.8%-47.5pp | 83.2%-51.9pp |
| Annual return | -1.17% | 5.29%-6.5pp | 10.68%-11.9pp | 282.24%-283.4pp |
| Employer contribution / active EE | $671 | $4,727-85.8% | $3,587-81.3% | $4,866-86.2% |
| Participant deferral / active EE | $1,615 | $5,179-68.8% | $4,320-62.6% | $5,352-69.8% |
| Admin fee / account holder | $11,072 | $8,392+31.9% | $6,269+76.6% | $9,541+16.0% |