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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 | $36,708 | $58,093-36.8% | $80,022-54.1% | $56,287-34.8% |
| Participation rate | 56.0% | 73.6%-17.6pp | 75.8%-19.8pp | 69.9%-13.9pp |
| Annual return | -5.20% | 34.63%-39.8pp | 11.22%-16.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $387 | $1,933-80.0% | $2,468-84.3% | $2,111-81.6% |
| Participant deferral / active EE | $2,321 | $3,136-26.0% | $3,686-37.0% | $3,350-30.7% |
| Admin fee / account holder | $3,843 | $623+517.3% | $6,521-41.1% | $521+637.8% |