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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 | $45,301 | $71,873-37.0% | $86,698-47.7% | $68,490-33.9% |
| Participation rate | 45.7% | 72.2%-26.5pp | 76.6%-30.9pp | 67.9%-22.2pp |
| Annual return | -18.03% | 3.54%-21.6pp | 35.96%-54.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $402 | $2,173-81.5% | $2,837-85.8% | $2,597-84.5% |
| Participant deferral / active EE | $1,778 | $3,779-52.9% | $4,656-61.8% | $4,028-55.8% |
| Admin fee / account holder | $511 | $6,110-91.6% | $7,492-93.2% | $5,403-90.5% |