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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 | $60,298 | $87,546-31.1% | $75,784-20.4% | $125,389-51.9% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -1.68% | 13.49%-15.2pp | 9.68%-11.4pp | 282.24%-283.9pp |
| Employer contribution / active EE | $164 | $3,930-95.8% | $3,323-95.1% | $4,866-96.6% |
| Participant deferral / active EE | $2,527 | $4,230-40.3% | $3,652-30.8% | $5,352-52.8% |
| Admin fee / account holder | $2,692 | $6,503-58.6% | $5,300-49.2% | $9,541-71.8% |