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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 | $60,427 | $127,096-52.5% | $105,736-42.9% | $135,380-55.4% |
| Participation rate | 46.2% | 82.7%-36.5pp | 76.3%-30.2pp | 82.6%-36.5pp |
| Annual return | -4.63% | 4.49%-9.1pp | 6.27%-10.9pp | 519.81%-524.4pp |
| Employer contribution / active EE | $557 | $4,107-86.4% | $3,268-83.0% | $4,779-88.3% |
| Participant deferral / active EE | $1,584 | $5,064-68.7% | $4,080-61.2% | $5,609-71.8% |
| Admin fee / account holder | $15,808 | $9,087+74.0% | $6,913+128.7% | $10,828+46.0% |