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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 | $52,462 | $71,872-27.0% | $86,691-39.5% | $68,495-23.4% |
| Participation rate | 57.1% | 72.2%-15.1pp | 76.6%-19.4pp | 67.9%-10.7pp |
| Annual return | -15.88% | 3.53%-19.4pp | 35.94%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $206 | $2,173-90.5% | $2,837-92.7% | $2,596-92.1% |
| Participant deferral / active EE | $2,184 | $3,779-42.2% | $4,656-53.1% | $4,028-45.8% |
| Admin fee / account holder | $4,908 | $6,112-19.7% | $7,492-34.5% | $5,403-9.2% |