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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 | $66,328 | $71,873-7.7% | $86,698-23.5% | $68,490-3.2% |
| Participation rate | 48.0% | 72.2%-24.2pp | 76.6%-28.6pp | 67.9%-19.9pp |
| Annual return | -16.47% | 3.54%-20.0pp | 35.96%-52.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $547 | $2,173-74.8% | $2,837-80.7% | $2,597-78.9% |
| Participant deferral / active EE | $2,820 | $3,779-25.4% | $4,656-39.4% | $4,028-30.0% |
| Admin fee / account holder | $520 | $6,110-91.5% | $7,492-93.1% | $5,403-90.4% |