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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 | $24,812 | $59,834-58.5% | $79,576-68.8% | $68,495-63.8% |
| Participation rate | 45.1% | 61.1%-16.0pp | 69.5%-24.4pp | 67.9%-22.8pp |
| Annual return | -15.65% | -12.30%-3.3pp | 0.15%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $291 | $1,505-80.7% | $2,413-88.0% | $2,596-88.8% |
| Participant deferral / active EE | $1,515 | $3,024-49.9% | $3,985-62.0% | $4,028-62.4% |
| Admin fee / account holder | $5,327 | $4,835+10.2% | $6,834-22.0% | $5,403-1.4% |