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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 | $72,688 | $92,219-21.2% | $76,766-5.3% | $135,382-46.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -6.28% | 5.46%-11.7pp | 2.43%-8.7pp | 519.77%-526.0pp |
| Employer contribution / active EE | $401 | $3,216-87.5% | $2,485-83.9% | $4,779-91.6% |
| Participant deferral / active EE | $1,603 | $4,508-64.4% | $3,851-58.4% | $5,609-71.4% |
| Admin fee / account holder | $3,061 | $10,749-71.5% | $6,675-54.1% | $10,829-71.7% |