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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 | $59,094 | $71,878-17.8% | $86,698-31.8% | $68,486-13.7% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.4pp |
| Annual return | -16.59% | 3.53%-20.1pp | 35.95%-52.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $443 | $2,173-79.6% | $2,837-84.4% | $2,597-82.9% |
| Participant deferral / active EE | $1,784 | $3,779-52.8% | $4,656-61.7% | $4,028-55.7% |
| Admin fee / account holder | $1,858 | $6,113-69.6% | $7,493-75.2% | $5,404-65.6% |