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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 | $57,706 | $75,935-24.0% | $60,547-4.7% | $125,389-54.0% |
| Participation rate | 18.2% | 76.5%-58.4pp | 68.0%-49.8pp | 83.2%-65.0pp |
| Annual return | -1.00% | -5.38%+4.4pp | 335.64%-336.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $173 | $3,438-95.0% | $2,419-92.9% | $4,866-96.5% |
| Participant deferral / active EE | $3,227 | $4,506-28.4% | $3,328-3.0% | $5,352-39.7% |
| Admin fee / account holder | $347 | $6,768-94.9% | $4,536-92.4% | $9,541-96.4% |