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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 | $60,615 | $99,032-38.8% | $80,022-24.3% | $135,379-55.2% |
| Participation rate | 58.3% | 78.4%-20.0pp | 75.8%-17.5pp | 82.6%-24.3pp |
| Annual return | -6.66% | 15.39%-22.0pp | 11.22%-17.9pp | 519.79%-526.4pp |
| Employer contribution / active EE | $295 | $3,043-90.3% | $2,468-88.1% | $4,779-93.8% |
| Participant deferral / active EE | $2,669 | $4,282-37.7% | $3,686-27.6% | $5,609-52.4% |
| Admin fee / account holder | $4,352 | $10,436-58.3% | $6,521-33.3% | $10,828-59.8% |