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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 | $92,909 | $92,219+0.7% | $76,767+21.0% | $135,380-31.4% |
| Participation rate | 61.9% | 79.8%-17.9pp | 77.0%-15.1pp | 82.6%-20.7pp |
| Annual return | -6.32% | 5.46%-11.8pp | 2.43%-8.7pp | 519.81%-526.1pp |
| Employer contribution / active EE | $466 | $3,216-85.5% | $2,485-81.2% | $4,779-90.2% |
| Participant deferral / active EE | $3,036 | $4,508-32.7% | $3,852-21.2% | $5,609-45.9% |
| Admin fee / account holder | $6,478 | $10,749-39.7% | $6,675-3.0% | $10,828-40.2% |