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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 | $62,589 | $62,5830% | $76,767-18.5% | $64,173-2.5% |
| Participation rate | 56.8% | 72.8%-16.0pp | 77.0%-20.1pp | 69.6%-12.7pp |
| Annual return | -5.63% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $180 | $1,832-90.2% | $2,485-92.8% | $2,381-92.5% |
| Participant deferral / active EE | $7,412 | $3,145+135.7% | $3,852+92.4% | $3,470+113.6% |
| Admin fee / account holder | $11,409 | $4,667+144.5% | $6,675+70.9% | $4,887+133.4% |