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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 | $61,402 | $81,870-25.0% | $119,634-48.7% | $68,490-10.3% |
| Participation rate | 57.4% | 71.9%-14.4pp | 79.3%-21.8pp | 67.9%-10.4pp |
| Annual return | -16.01% | -23.82%+7.8pp | -14.98%-1.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $303 | $2,692-88.7% | $4,232-92.8% | $2,597-88.3% |
| Participant deferral / active EE | $2,909 | $4,148-29.9% | $5,601-48.1% | $4,028-27.8% |
| Admin fee / account holder | $974 | $6,583-85.2% | $10,329-90.6% | $5,403-82.0% |