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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 | $51,137 | $71,878-28.9% | $86,698-41.0% | $68,486-25.3% |
| Participation rate | 45.5% | 72.2%-26.8pp | 76.6%-31.1pp | 67.9%-22.4pp |
| Annual return | -8.54% | 3.53%-12.1pp | 35.95%-44.5pp | -7.85%-0.7pp |
| Employer contribution / active EE | $563 | $2,173-74.1% | $2,837-80.2% | $2,597-78.3% |
| Participant deferral / active EE | $4,500 | $3,779+19.1% | $4,656-3.4% | $4,028+11.7% |
| Admin fee / account holder | $14,551 | $6,113+138.0% | $7,493+94.2% | $5,404+169.3% |