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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 | $70,182 | $71,230-1.5% | $93,727-25.1% | $80,959-13.3% |
| Participation rate | 51.7% | 60.4%-8.7pp | 68.7%-17.0pp | 67.7%-16.0pp |
| Annual return | 10.63% | 11.26%-0.6pp | 133.83%-123.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $7 | $1,565-99.6% | $2,421-99.7% | $2,757-99.8% |
| Participant deferral / active EE | $3,866 | $4,037-4.3% | $4,417-12.5% | $4,300-10.1% |
| Admin fee / account holder | $3,836 | $6,961-44.9% | $8,292-53.7% | $6,925-44.6% |