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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 | $57,425 | $92,219-37.7% | $76,768-25.2% | $135,379-57.6% |
| Participation rate | 55.0% | 79.8%-24.8pp | 77.0%-22.0pp | 82.6%-27.6pp |
| Annual return | -4.08% | 5.46%-9.5pp | 2.43%-6.5pp | 519.79%-523.9pp |
| Employer contribution / active EE | $358 | $3,216-88.9% | $2,485-85.6% | $4,779-92.5% |
| Participant deferral / active EE | $2,284 | $4,508-49.3% | $3,852-40.7% | $5,609-59.3% |
| Admin fee / account holder | $8,141 | $10,749-24.3% | $6,675+22.0% | $10,828-24.8% |