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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 | $57,064 | $62,583-8.8% | $76,767-25.7% | $64,173-11.1% |
| Participation rate | 48.6% | 72.8%-24.2pp | 77.0%-28.4pp | 69.6%-21.0pp |
| Annual return | -4.35% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $258 | $1,832-85.9% | $2,485-89.6% | $2,381-89.1% |
| Participant deferral / active EE | $1,605 | $3,145-49.0% | $3,852-58.3% | $3,470-53.8% |
| Admin fee / account holder | $6,851 | $4,667+46.8% | $6,675+2.6% | $4,887+40.2% |