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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 | $52,399 | $46,697+12.2% | $117,533-55.4% | $68,486-23.5% |
| Participation rate | 33.3% | 56.8%-23.4pp | 70.6%-37.3pp | 67.9%-34.6pp |
| Annual return | -17.13% | -14.52%-2.6pp | 29.77%-46.9pp | -7.85%-9.3pp |
| Employer contribution / active EE | $299 | $1,506-80.1% | $4,179-92.8% | $2,597-88.5% |
| Participant deferral / active EE | $1,259 | $2,637-52.2% | $4,072-69.1% | $4,028-68.7% |
| Admin fee / account holder | $5,651 | $4,023+40.5% | $5,647+0.1% | $5,404+4.6% |