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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 | $55,992 | $64,716-13.5% | $112,258-50.1% | $68,495-18.3% |
| Participation rate | 23.3% | 67.2%-43.8pp | 75.1%-51.7pp | 67.9%-44.6pp |
| Annual return | -18.67% | -11.40%-7.3pp | 27.47%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $676 | $2,746-75.4% | $3,636-81.4% | $2,596-74.0% |
| Participant deferral / active EE | $2,573 | $3,565-27.8% | $4,728-45.6% | $4,028-36.1% |
| Admin fee / account holder | $6,122 | $5,232+17.0% | $6,411-4.5% | $5,403+13.3% |