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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 | $43,642 | $65,437-33.3% | $86,698-49.7% | $66,949-34.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 76.6%-26.6pp | 69.8%-19.8pp |
| Annual return | -16.52% | -10.91%-5.6pp | 35.96%-52.5pp | 1.57%-18.1pp |
| Employer contribution / active EE | $326 | $2,154-84.9% | $2,837-88.5% | $2,545-87.2% |
| Participant deferral / active EE | $2,654 | $4,102-35.3% | $4,656-43.0% | $4,239-37.4% |
| Admin fee / account holder | $621 | $642-3.2% | $7,492-91.7% | $594+4.6% |