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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 | $51,369 | $53,546-4.1% | $69,884-26.5% | $68,486-25.0% |
| Participation rate | 23.2% | 64.5%-41.3pp | 70.5%-47.3pp | 67.9%-44.7pp |
| Annual return | -9.16% | -13.87%+4.7pp | 190.81%-200.0pp | -7.85%-1.3pp |
| Employer contribution / active EE | $255 | $2,019-87.4% | $2,560-90.0% | $2,597-90.2% |
| Participant deferral / active EE | $2,304 | $2,957-22.1% | $3,848-40.1% | $4,028-42.8% |
| Admin fee / account holder | $1,468 | $4,693-68.7% | $6,266-76.6% | $5,404-72.8% |