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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 | $51,601 | $59,191-12.8% | $76,767-32.8% | $56,289-8.3% |
| Participation rate | 57.1% | 75.2%-18.1pp | 77.0%-19.8pp | 69.9%-12.7pp |
| Annual return | -5.86% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $441 | $1,759-74.9% | $2,485-82.3% | $2,111-79.1% |
| Participant deferral / active EE | $1,964 | $3,255-39.7% | $3,852-49.0% | $3,350-41.4% |
| Admin fee / account holder | $459 | $489-6.1% | $6,675-93.1% | $521-11.8% |