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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 | $52,346 | $97,020-46.0% | $83,327-37.2% | $135,380-61.3% |
| Participation rate | 46.2% | 80.4%-34.3pp | 77.8%-31.6pp | 82.6%-36.5pp |
| Annual return | -5.59% | 12.31%-17.9pp | 10.64%-16.2pp | 519.81%-525.4pp |
| Employer contribution / active EE | $391 | $4,144-90.6% | $3,379-88.4% | $4,779-91.8% |
| Participant deferral / active EE | $2,727 | $5,964-54.3% | $5,565-51.0% | $5,609-51.4% |
| Admin fee / account holder | $14,218 | $8,426+68.7% | $7,540+88.6% | $10,828+31.3% |