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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 | $56,026 | $75,935-26.2% | $60,547-7.5% | $125,389-55.3% |
| Participation rate | 60.9% | 76.5%-15.7pp | 68.0%-7.1pp | 83.2%-22.3pp |
| Annual return | 0.97% | -5.38%+6.4pp | 335.64%-334.7pp | 282.24%-281.3pp |
| Employer contribution / active EE | $279 | $3,438-91.9% | $2,419-88.5% | $4,866-94.3% |
| Participant deferral / active EE | $1,283 | $4,506-71.5% | $3,328-61.4% | $5,352-76.0% |
| Admin fee / account holder | $3,707 | $6,768-45.2% | $4,536-18.3% | $9,541-61.2% |