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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 | $41,648 | $64,719-35.6% | $112,249-62.9% | $68,486-39.2% |
| Participation rate | 44.2% | 67.2%-23.0pp | 75.1%-30.9pp | 67.9%-23.7pp |
| Annual return | -19.08% | -11.40%-7.7pp | 27.48%-46.6pp | -7.85%-11.2pp |
| Employer contribution / active EE | $355 | $2,747-87.1% | $3,636-90.2% | $2,597-86.3% |
| Participant deferral / active EE | $2,951 | $3,565-17.2% | $4,729-37.6% | $4,028-26.7% |
| Admin fee / account holder | $2,837 | $5,232-45.8% | $6,412-55.8% | $5,404-47.5% |