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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 | $64,511 | $71,878-10.2% | $86,698-25.6% | $68,486-5.8% |
| Participation rate | 45.5% | 72.2%-26.8pp | 76.6%-31.1pp | 67.9%-22.4pp |
| Annual return | -8.44% | 3.53%-12.0pp | 35.95%-44.4pp | -7.85%-0.6pp |
| Employer contribution / active EE | $473 | $2,173-78.2% | $2,837-83.3% | $2,597-81.8% |
| Participant deferral / active EE | $1,885 | $3,779-50.1% | $4,656-59.5% | $4,028-53.2% |
| Admin fee / account holder | $40,303 | $6,113+559.3% | $7,493+437.9% | $5,404+645.8% |