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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 | $76,733 | $72,404+6.0% | $110,243-30.4% | $64,173+19.6% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | -6.35% | -6.29%-0.1pp | 314.76%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $139 | $2,282-93.9% | $3,827-96.4% | $2,381-94.1% |
| Participant deferral / active EE | $2,752 | $3,469-20.7% | $4,672-41.1% | $3,470-20.7% |
| Admin fee / account holder | $495 | $5,664-91.3% | $8,548-94.2% | $4,887-89.9% |