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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 | $53,518 | $95,915-44.2% | $79,580-32.7% | $134,532-60.2% |
| Participation rate | 69.6% | 75.0%-5.5pp | 69.5%+0.1pp | 81.2%-11.7pp |
| Annual return | -2.09% | -2.71%+0.6pp | 0.15%-2.2pp | 418.27%-420.4pp |
| Employer contribution / active EE | $519 | $3,129-83.4% | $2,413-78.5% | $4,741-89.0% |
| Participant deferral / active EE | $1,605 | $4,693-65.8% | $3,985-59.7% | $6,401-74.9% |
| Admin fee / account holder | $2,886 | $9,132-68.4% | $6,835-57.8% | $11,429-74.7% |