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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 | $46,819 | $81,870-42.8% | $119,634-60.9% | $68,490-31.6% |
| Participation rate | 42.9% | 71.9%-29.0pp | 79.3%-36.4pp | 67.9%-25.0pp |
| Annual return | -13.36% | -23.82%+10.5pp | -14.98%+1.6pp | -7.85%-5.5pp |
| Employer contribution / active EE | $259 | $2,692-90.4% | $4,232-93.9% | $2,597-90.0% |
| Participant deferral / active EE | $2,868 | $4,148-30.9% | $5,601-48.8% | $4,028-28.8% |
| Admin fee / account holder | $7,410 | $6,583+12.6% | $10,329-28.3% | $5,403+37.1% |