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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 | $47,719 | $71,878-33.6% | $86,698-45.0% | $68,486-30.3% |
| Participation rate | 55.6% | 72.2%-16.7pp | 76.6%-21.0pp | 67.9%-12.3pp |
| Annual return | -11.91% | 3.53%-15.4pp | 35.95%-47.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $433 | $2,173-80.1% | $2,837-84.7% | $2,597-83.3% |
| Participant deferral / active EE | $2,099 | $3,779-44.5% | $4,656-54.9% | $4,028-47.9% |
| Admin fee / account holder | $19,406 | $6,113+217.5% | $7,493+159.0% | $5,404+259.1% |