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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 | $77,118 | $92,219-16.4% | $76,766+0.5% | $135,382-43.0% |
| Participation rate | 20.0% | 79.8%-59.8pp | 77.0%-57.0pp | 82.6%-62.6pp |
| Annual return | -5.40% | 5.46%-10.9pp | 2.43%-7.8pp | 519.77%-525.2pp |
| Employer contribution / active EE | $344 | $3,216-89.3% | $2,485-86.2% | $4,779-92.8% |
| Participant deferral / active EE | $1,999 | $4,508-55.7% | $3,851-48.1% | $5,609-64.4% |
| Admin fee / account holder | $952 | $10,749-91.1% | $6,675-85.7% | $10,829-91.2% |