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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 | $49,941 | $57,350-12.9% | $83,850-40.4% | $64,181-22.2% |
| Participation rate | 47.6% | 68.6%-21.0pp | 76.1%-28.5pp | 69.6%-22.0pp |
| Annual return | -5.00% | 11.38%-16.4pp | 850.92%-855.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $327 | $2,545-87.2% | $3,631-91.0% | $2,381-86.3% |
| Participant deferral / active EE | $1,628 | $2,993-45.6% | $4,082-60.1% | $3,470-53.1% |
| Admin fee / account holder | $2,543 | $4,046-37.1% | $5,478-53.6% | $4,887-48.0% |