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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 | $41,608 | $72,404-42.5% | $110,241-62.3% | $64,181-35.2% |
| Participation rate | 57.4% | 73.3%-15.9pp | 79.8%-22.4pp | 69.6%-12.1pp |
| Annual return | -5.76% | -6.29%+0.5pp | 314.75%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $182 | $2,282-92.0% | $3,827-95.3% | $2,381-92.4% |
| Participant deferral / active EE | $1,996 | $3,469-42.5% | $4,672-57.3% | $3,470-42.5% |
| Admin fee / account holder | $5,389 | $5,664-4.9% | $8,548-37.0% | $4,887+10.3% |