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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 | $54,934 | $131,835-58.3% | $108,582-49.4% | $273,972-79.9% |
| Participation rate | 54.2% | 83.5%-29.3pp | 79.6%-25.4pp | 83.0%-28.8pp |
| Annual return | 5.85% | -91.57%+97.4pp | -51.70%+57.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $698 | $4,913-85.8% | $3,758-81.4% | $4,869-85.7% |
| Participant deferral / active EE | $3,559 | $5,127-30.6% | $4,311-17.4% | $5,287-32.7% |
| Admin fee / account holder | $564 | $10,253-94.5% | $7,645-92.6% | $10,133-94.4% |