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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 | $42,781 | $64,719-33.9% | $112,249-61.9% | $68,486-37.5% |
| Participation rate | 44.0% | 67.2%-23.2pp | 75.1%-31.1pp | 67.9%-23.9pp |
| Annual return | -18.14% | -11.40%-6.7pp | 27.48%-45.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $605 | $2,747-78.0% | $3,636-83.4% | $2,597-76.7% |
| Participant deferral / active EE | $2,457 | $3,565-31.1% | $4,729-48.0% | $4,028-39.0% |
| Admin fee / account holder | $354 | $5,232-93.2% | $6,412-94.5% | $5,404-93.4% |