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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 | $29,797 | $71,878-58.5% | $86,698-65.6% | $68,486-56.5% |
| Participation rate | 58.8% | 72.2%-13.4pp | 76.6%-17.8pp | 67.9%-9.1pp |
| Annual return | -13.32% | 3.53%-16.9pp | 35.95%-49.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $455 | $2,173-79.0% | $2,837-83.9% | $2,597-82.5% |
| Participant deferral / active EE | $2,457 | $3,779-35.0% | $4,656-47.2% | $4,028-39.0% |
| Admin fee / account holder | $3,638 | $6,113-40.5% | $7,493-51.4% | $5,404-32.7% |