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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 | $28,297 | $71,878-60.6% | $86,698-67.4% | $68,486-58.7% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.4pp |
| Annual return | -6.49% | 3.53%-10.0pp | 35.95%-42.4pp | -7.85%+1.4pp |
| Employer contribution / active EE | $516 | $2,173-76.3% | $2,837-81.8% | $2,597-80.1% |
| Participant deferral / active EE | $1,842 | $3,779-51.3% | $4,656-60.4% | $4,028-54.3% |
| Admin fee / account holder | $10,249 | $6,113+67.7% | $7,493+36.8% | $5,404+89.7% |