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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 | $62,870 | $91,911-31.6% | $68,612-8.4% | $135,380-53.6% |
| Participation rate | 36.4% | 76.7%-40.4pp | 72.2%-35.9pp | 82.6%-46.3pp |
| Annual return | 5.83% | -8.22%+14.0pp | -4.63%+10.5pp | 519.81%-514.0pp |
| Employer contribution / active EE | $179 | $3,924-95.4% | $2,625-93.2% | $4,779-96.3% |
| Participant deferral / active EE | $1,053 | $4,315-75.6% | $3,311-68.2% | $5,609-81.2% |
| Admin fee / account holder | $17,798 | $9,240+92.6% | $5,131+246.8% | $10,828+64.4% |