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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 | $49,557 | $73,863-32.9% | $143,797-65.5% | $68,490-27.6% |
| Participation rate | 45.5% | 66.7%-21.2pp | 80.3%-34.9pp | 67.9%-22.4pp |
| Annual return | -15.24% | 0.91%-16.2pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $142 | $3,185-95.6% | $4,952-97.1% | $2,597-94.5% |
| Participant deferral / active EE | $3,795 | $3,385+12.1% | $5,638-32.7% | $4,028-5.8% |
| Admin fee / account holder | $768 | $5,756-86.7% | $14,679-94.8% | $5,403-85.8% |