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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 | $34,922 | $110,083-68.3% | $151,639-77.0% | $68,486-49.0% |
| Participation rate | 52.5% | 84.0%-31.5pp | 87.5%-35.0pp | 67.9%-15.4pp |
| Annual return | -13.84% | -10.12%-3.7pp | 3.34%-17.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $660 | $4,470-85.2% | $6,165-89.3% | $2,597-74.6% |
| Participant deferral / active EE | $3,555 | $6,526-45.5% | $8,363-57.5% | $4,028-11.7% |
| Admin fee / account holder | $5,938 | $7,718-23.1% | $11,613-48.9% | $5,404+9.9% |