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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 | $45,750 | $113,941-59.8% | $94,228-51.4% | $125,388-63.5% |
| Participation rate | 58.3% | 82.9%-24.6pp | 78.8%-20.4pp | 83.2%-24.9pp |
| Annual return | -2.99% | 5.29%-8.3pp | 10.68%-13.7pp | 282.24%-285.2pp |
| Employer contribution / active EE | $86 | $4,727-98.2% | $3,587-97.6% | $4,866-98.2% |
| Participant deferral / active EE | $3,600 | $5,179-30.5% | $4,320-16.7% | $5,352-32.7% |
| Admin fee / account holder | $18,159 | $8,392+116.4% | $6,269+189.6% | $9,541+90.3% |