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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 | $56,361 | $73,848-23.7% | $143,799-60.8% | $68,486-17.7% |
| Participation rate | 43.0% | 66.7%-23.6pp | 80.3%-37.3pp | 67.9%-24.9pp |
| Annual return | -17.85% | 0.91%-18.8pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $281 | $3,184-91.2% | $4,952-94.3% | $2,597-89.2% |
| Participant deferral / active EE | $3,701 | $3,385+9.4% | $5,638-34.4% | $4,028-8.1% |
| Admin fee / account holder | $423 | $5,755-92.6% | $14,677-97.1% | $5,404-92.2% |