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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 | $53,672 | $92,219-41.8% | $76,767-30.1% | $135,380-60.4% |
| Participation rate | 43.5% | 79.8%-36.3pp | 77.0%-33.5pp | 82.6%-39.2pp |
| Annual return | -2.13% | 5.46%-7.6pp | 2.43%-4.6pp | 519.81%-521.9pp |
| Employer contribution / active EE | $429 | $3,216-86.7% | $2,485-82.7% | $4,779-91.0% |
| Participant deferral / active EE | $2,279 | $4,508-49.4% | $3,852-40.8% | $5,609-59.4% |
| Admin fee / account holder | $9,651 | $10,749-10.2% | $6,675+44.6% | $10,828-10.9% |