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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 | $45,131 | $72,404-37.7% | $110,243-59.1% | $64,173-29.7% |
| Participation rate | 65.7% | 73.3%-7.7pp | 79.8%-14.2pp | 69.6%-3.9pp |
| Annual return | -4.75% | -6.29%+1.5pp | 314.76%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $470 | $2,282-79.4% | $3,827-87.7% | $2,381-80.3% |
| Participant deferral / active EE | $1,657 | $3,469-52.3% | $4,672-64.5% | $3,470-52.3% |
| Admin fee / account holder | $809 | $5,664-85.7% | $8,548-90.5% | $4,887-83.4% |