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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 | $43,007 | $105,861-59.4% | $90,756-52.6% | $134,509-68.0% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -0.58% | -10.99%+10.4pp | -12.16%+11.6pp | 418.13%-418.7pp |
| Employer contribution / active EE | $193 | $3,463-94.4% | $2,922-93.4% | $4,741-95.9% |
| Participant deferral / active EE | $1,931 | $5,217-63.0% | $4,565-57.7% | $6,400-69.8% |
| Admin fee / account holder | $1,879 | $13,938-86.5% | $8,445-77.8% | $11,427-83.6% |