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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 | $50,451 | $72,404-30.3% | $110,241-54.2% | $64,181-21.4% |
| Participation rate | 47.4% | 73.3%-26.0pp | 79.8%-32.5pp | 69.6%-22.2pp |
| Annual return | -3.97% | -6.29%+2.3pp | 314.75%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $256 | $2,282-88.8% | $3,827-93.3% | $2,381-89.3% |
| Participant deferral / active EE | $3,251 | $3,469-6.3% | $4,672-30.4% | $3,470-6.3% |
| Admin fee / account holder | $11,259 | $5,664+98.8% | $8,548+31.7% | $4,887+130.4% |