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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 | $54,386 | $77,817-30.1% | $123,553-56.0% | $64,173-15.3% |
| Participation rate | 34.9% | 74.7%-39.8pp | 82.3%-47.4pp | 69.6%-34.7pp |
| Annual return | -3.96% | 12.49%-16.4pp | 119.21%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $494 | $3,014-83.6% | $4,628-89.3% | $2,381-79.2% |
| Participant deferral / active EE | $3,659 | $5,240-30.2% | $6,426-43.1% | $3,470+5.5% |
| Admin fee / account holder | $14,273 | $5,519+158.6% | $9,284+53.7% | $4,887+192.0% |