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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 | $56,962 | $57,352-0.7% | $83,831-32.1% | $64,173-11.2% |
| Participation rate | 44.3% | 68.6%-24.3pp | 76.1%-31.9pp | 69.6%-25.3pp |
| Annual return | -3.48% | 11.38%-14.9pp | 850.99%-854.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $248 | $2,546-90.3% | $3,631-93.2% | $2,381-89.6% |
| Participant deferral / active EE | $2,434 | $2,993-18.7% | $4,082-40.4% | $3,470-29.9% |
| Admin fee / account holder | $2,663 | $4,046-34.2% | $5,479-51.4% | $4,887-45.5% |