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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 | $51,402 | $71,873-28.5% | $86,698-40.7% | $68,490-25.0% |
| Participation rate | 55.1% | 72.2%-17.1pp | 76.6%-21.5pp | 67.9%-12.8pp |
| Annual return | -11.53% | 3.54%-15.1pp | 35.96%-47.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $250 | $2,173-88.5% | $2,837-91.2% | $2,597-90.4% |
| Participant deferral / active EE | $1,779 | $3,779-52.9% | $4,656-61.8% | $4,028-55.8% |
| Admin fee / account holder | $5,393 | $6,110-11.7% | $7,492-28.0% | $5,403-0.2% |