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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 | $63,516 | $90,590-29.9% | $90,782-30.0% | $135,379-53.1% |
| Participation rate | 58.3% | 83.7%-25.4pp | 82.7%-24.3pp | 82.6%-24.3pp |
| Annual return | -5.78% | -3.40%-2.4pp | -3.42%-2.4pp | 519.79%-525.6pp |
| Employer contribution / active EE | $827 | $4,352-81.0% | $4,105-79.9% | $4,779-82.7% |
| Participant deferral / active EE | $2,575 | $5,407-52.4% | $5,366-52.0% | $5,609-54.1% |
| Admin fee / account holder | $1,042 | $7,683-86.4% | $5,908-82.4% | $10,828-90.4% |