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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 | $49,608 | $97,020-48.9% | $83,322-40.5% | $135,379-63.4% |
| Participation rate | 58.3% | 80.4%-22.1pp | 77.8%-19.4pp | 82.6%-24.3pp |
| Annual return | -6.16% | 12.31%-18.5pp | 10.64%-16.8pp | 519.79%-526.0pp |
| Employer contribution / active EE | $271 | $4,144-93.5% | $3,379-92.0% | $4,779-94.3% |
| Participant deferral / active EE | $1,769 | $5,964-70.3% | $5,565-68.2% | $5,609-68.5% |
| Admin fee / account holder | $598 | $8,426-92.9% | $7,540-92.1% | $10,828-94.5% |