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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 | $53,920 | $73,009-26.1% | $90,760-40.6% | $68,486-21.3% |
| Participation rate | 57.0% | 70.8%-13.9pp | 75.7%-18.7pp | 67.9%-10.9pp |
| Annual return | -15.13% | -13.81%-1.3pp | -12.16%-3.0pp | -7.85%-7.3pp |
| Employer contribution / active EE | $391 | $2,193-82.2% | $2,922-86.6% | $2,597-84.9% |
| Participant deferral / active EE | $2,626 | $3,626-27.6% | $4,565-42.5% | $4,028-34.8% |
| Admin fee / account holder | $2,364 | $5,896-59.9% | $8,444-72.0% | $5,404-56.2% |