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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 | $47,203 | $57,350-17.7% | $83,850-43.7% | $64,181-26.5% |
| Participation rate | 54.7% | 68.6%-13.9pp | 76.1%-21.5pp | 69.6%-14.9pp |
| Annual return | -6.05% | 11.38%-17.4pp | 850.92%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $488 | $2,545-80.8% | $3,631-86.6% | $2,381-79.5% |
| Participant deferral / active EE | $2,679 | $2,993-10.5% | $4,082-34.4% | $3,470-22.8% |
| Admin fee / account holder | $5,918 | $4,046+46.3% | $5,478+8.0% | $4,887+21.1% |