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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 | $57,654 | $68,996-16.4% | $159,991-64.0% | $68,495-15.8% |
| Participation rate | 41.3% | 65.4%-24.1pp | 78.0%-36.7pp | 67.9%-26.6pp |
| Annual return | -8.08% | -9.65%+1.6pp | 408.82%-416.9pp | -7.84%-0.2pp |
| Employer contribution / active EE | $385 | $2,212-82.6% | $4,225-90.9% | $2,596-85.2% |
| Participant deferral / active EE | $2,912 | $4,211-30.8% | $6,183-52.9% | $4,028-27.7% |
| Admin fee / account holder | $437 | $4,797-90.9% | $8,715-95.0% | $5,403-91.9% |