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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 | $57,508 | $64,716-11.1% | $112,258-48.8% | $68,495-16.0% |
| Participation rate | 53.8% | 67.2%-13.3pp | 75.1%-21.2pp | 67.9%-14.0pp |
| Annual return | -15.42% | -11.40%-4.0pp | 27.47%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $247 | $2,746-91.0% | $3,636-93.2% | $2,596-90.5% |
| Participant deferral / active EE | $2,743 | $3,565-23.1% | $4,728-42.0% | $4,028-31.9% |
| Admin fee / account holder | $19,583 | $5,232+274.3% | $6,411+205.4% | $5,403+262.4% |