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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 | $59,274 | $95,917-38.2% | $79,583-25.5% | $134,545-55.9% |
| Participation rate | 56.5% | 75.0%-18.5pp | 69.5%-13.0pp | 81.2%-24.7pp |
| Annual return | -7.72% | -2.70%-5.0pp | 0.16%-7.9pp | 418.37%-426.1pp |
| Employer contribution / active EE | $229 | $3,129-92.7% | $2,414-90.5% | $4,742-95.2% |
| Participant deferral / active EE | $2,899 | $4,694-38.2% | $3,986-27.3% | $6,401-54.7% |
| Admin fee / account holder | $22,211 | $9,132+143.2% | $6,835+224.9% | $11,431+94.3% |