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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 | $91,853 | $113,941-19.4% | $94,229-2.5% | $125,389-26.7% |
| Participation rate | 61.9% | 82.9%-21.0pp | 78.8%-16.9pp | 83.2%-21.3pp |
| Annual return | -1.84% | 5.29%-7.1pp | 10.68%-12.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $402 | $4,727-91.5% | $3,587-88.8% | $4,866-91.7% |
| Participant deferral / active EE | $3,123 | $5,179-39.7% | $4,320-27.7% | $5,352-41.6% |
| Admin fee / account holder | $798 | $8,392-90.5% | $6,269-87.3% | $9,541-91.6% |