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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 | $65,709 | $73,839-11.0% | $143,788-54.3% | $68,495-4.1% |
| Participation rate | 48.5% | 66.7%-18.2pp | 80.3%-31.8pp | 67.9%-19.4pp |
| Annual return | -16.53% | 1.01%-17.5pp | -0.03%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $199 | $3,184-93.8% | $4,952-96.0% | $2,596-92.3% |
| Participant deferral / active EE | $4,027 | $3,384+19.0% | $5,638-28.6% | $4,0280% |
| Admin fee / account holder | $1,270 | $5,755-77.9% | $14,675-91.3% | $5,403-76.5% |