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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 | $29,907 | $77,817-61.6% | $123,553-75.8% | $64,173-53.4% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.3%-25.2pp | 69.6%-12.4pp |
| Annual return | -6.27% | 12.49%-18.8pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $294 | $3,014-90.3% | $4,628-93.7% | $2,381-87.7% |
| Participant deferral / active EE | $2,303 | $5,240-56.1% | $6,426-64.2% | $3,470-33.6% |
| Admin fee / account holder | $6,669 | $5,519+20.8% | $9,284-28.2% | $4,887+36.5% |