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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 | $56,041 | $50,947+10.0% | $74,551-24.8% | $64,173-12.7% |
| Participation rate | 38.4% | 61.1%-22.7pp | 69.1%-30.8pp | 69.6%-31.2pp |
| Annual return | -5.13% | -1.85%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $153 | $1,115-86.3% | $1,961-92.2% | $2,381-93.6% |
| Participant deferral / active EE | $1,814 | $2,302-21.2% | $3,108-41.6% | $3,470-47.7% |
| Admin fee / account holder | $9,581 | $4,221+127.0% | $5,059+89.4% | $4,887+96.0% |