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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 | $36,309 | $59,191-38.7% | $76,767-52.7% | $56,289-35.5% |
| Participation rate | 58.5% | 75.2%-16.8pp | 77.0%-18.5pp | 69.9%-11.4pp |
| Annual return | -6.21% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $245 | $1,759-86.0% | $2,485-90.1% | $2,111-88.4% |
| Participant deferral / active EE | $2,164 | $3,255-33.5% | $3,852-43.8% | $3,350-35.4% |
| Admin fee / account holder | $4,403 | $489+800.0% | $6,675-34.0% | $521+745.1% |