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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 | $56,783 | $59,186-4.1% | $76,768-26.0% | $56,287+0.9% |
| Participation rate | 55.1% | 75.2%-20.1pp | 77.0%-21.9pp | 69.9%-14.8pp |
| Annual return | -5.64% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $408 | $1,759-76.8% | $2,485-83.6% | $2,111-80.7% |
| Participant deferral / active EE | $2,268 | $3,255-30.3% | $3,852-41.1% | $3,350-32.3% |
| Admin fee / account holder | $5,142 | $489+951.4% | $6,675-23.0% | $521+887.2% |