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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 | $55,062 | $68,996-20.2% | $159,991-65.6% | $68,495-19.6% |
| Participation rate | 58.1% | 65.4%-7.3pp | 78.0%-19.8pp | 67.9%-9.8pp |
| Annual return | -15.69% | -9.65%-6.0pp | 408.82%-424.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $328 | $2,212-85.2% | $4,225-92.2% | $2,596-87.4% |
| Participant deferral / active EE | $2,186 | $4,211-48.1% | $6,183-64.6% | $4,028-45.7% |
| Admin fee / account holder | $3,086 | $4,797-35.7% | $8,715-64.6% | $5,403-42.9% |