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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 | $53,725 | $42,909+25.2% | $60,906-11.8% | $68,486-21.6% |
| Participation rate | 44.4% | 66.8%-22.3pp | 73.1%-28.7pp | 67.9%-23.4pp |
| Annual return | -11.60% | -13.99%+2.4pp | 16.94%-28.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $231 | $1,979-88.3% | $2,703-91.5% | $2,597-91.1% |
| Participant deferral / active EE | $2,009 | $2,866-29.9% | $3,814-47.3% | $4,028-50.1% |
| Admin fee / account holder | $6,802 | $3,104+119.1% | $3,227+110.8% | $5,404+25.9% |