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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 | $59,192 | $127,100-53.4% | $105,738-44.0% | $135,379-56.3% |
| Participation rate | 46.2% | 82.7%-36.5pp | 76.3%-30.2pp | 82.6%-36.5pp |
| Annual return | -7.61% | 4.49%-12.1pp | 6.27%-13.9pp | 519.79%-527.4pp |
| Employer contribution / active EE | $617 | $4,107-85.0% | $3,268-81.1% | $4,779-87.1% |
| Participant deferral / active EE | $1,362 | $5,064-73.1% | $4,080-66.6% | $5,609-75.7% |
| Admin fee / account holder | $1,358 | $9,087-85.1% | $6,913-80.4% | $10,828-87.5% |