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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 | $96,278 | $85,790+12.2% | $67,313+43.0% | $135,380-28.9% |
| Participation rate | 5.6% | 76.5%-70.9pp | 69.1%-63.5pp | 82.6%-77.1pp |
| Annual return | -0.68% | -0.54%-0.1pp | -4.08%+3.4pp | 519.81%-520.5pp |
| Employer contribution / active EE | $194 | $3,487-94.4% | $2,566-92.4% | $4,779-95.9% |
| Participant deferral / active EE | $1,028 | $4,651-77.9% | $3,568-71.2% | $5,609-81.7% |
| Admin fee / account holder | $660 | $6,392-89.7% | $4,507-85.4% | $10,828-93.9% |