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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 | $39,819 | $46,697-14.7% | $117,529-66.1% | $68,490-41.9% |
| Participation rate | 53.7% | 56.8%-3.1pp | 70.6%-16.9pp | 67.9%-14.2pp |
| Annual return | 8.93% | -14.52%+23.4pp | 29.77%-20.8pp | -7.85%+16.8pp |
| Employer contribution / active EE | $293 | $1,506-80.6% | $4,179-93.0% | $2,597-88.7% |
| Participant deferral / active EE | $1,711 | $2,637-35.1% | $4,072-58.0% | $4,028-57.5% |
| Admin fee / account holder | $11,753 | $4,023+192.2% | $5,645+108.2% | $5,403+117.5% |