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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 | $51,388 | $71,480-28.1% | $90,782-43.4% | $64,173-19.9% |
| Participation rate | 55.8% | 77.6%-21.8pp | 82.7%-26.8pp | 69.6%-13.8pp |
| Annual return | -3.46% | -4.25%+0.8pp | -3.42%0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $604 | $3,415-82.3% | $4,105-85.3% | $2,381-74.6% |
| Participant deferral / active EE | $2,225 | $4,302-48.3% | $5,366-58.5% | $3,470-35.9% |
| Admin fee / account holder | $30,015 | $6,309+375.8% | $5,908+408.1% | $4,887+514.1% |