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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 | $81,461 | $100,792-19.2% | $86,691-6.0% | $134,509-39.4% |
| Participation rate | 20.0% | 78.9%-58.9pp | 76.6%-56.6pp | 81.2%-61.2pp |
| Annual return | 0.66% | 29.08%-28.4pp | 35.94%-35.3pp | 418.13%-417.5pp |
| Employer contribution / active EE | $578 | $3,491-83.4% | $2,837-79.6% | $4,741-87.8% |
| Participant deferral / active EE | $4,400 | $5,339-17.6% | $4,656-5.5% | $6,400-31.3% |
| Admin fee / account holder | $496 | $10,924-95.5% | $7,492-93.4% | $11,427-95.7% |