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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 | $50,417 | $73,848-31.7% | $143,799-64.9% | $68,486-26.4% |
| Participation rate | 38.3% | 66.7%-28.4pp | 80.3%-42.0pp | 67.9%-29.6pp |
| Annual return | -12.54% | 0.91%-13.4pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $377 | $3,184-88.2% | $4,952-92.4% | $2,597-85.5% |
| Participant deferral / active EE | $1,106 | $3,385-67.3% | $5,638-80.4% | $4,028-72.5% |
| Admin fee / account holder | $11,495 | $5,755+99.7% | $14,677-21.7% | $5,404+112.7% |