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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 | $48,158 | $77,976-38.2% | $81,367-40.8% | $125,389-61.6% |
| Participation rate | 50.0% | 83.3%-33.3pp | 82.3%-32.3pp | 83.2%-33.2pp |
| Annual return | 8.12% | -2.85%+11.0pp | -0.92%+9.0pp | 282.24%-274.1pp |
| Employer contribution / active EE | $632 | $4,366-85.5% | $3,930-83.9% | $4,866-87.0% |
| Participant deferral / active EE | $1,976 | $5,646-65.0% | $5,383-63.3% | $5,352-63.1% |
| Admin fee / account holder | $2,812 | $12,476-77.5% | $8,926-68.5% | $9,541-70.5% |