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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 | $53,552 | $48,267+10.9% | $68,794-22.2% | $68,495-21.8% |
| Participation rate | 41.4% | 60.7%-19.3pp | 69.0%-27.6pp | 67.9%-26.5pp |
| Annual return | -5.19% | -12.70%+7.5pp | -6.37%+1.2pp | -7.84%+2.6pp |
| Employer contribution / active EE | $307 | $1,829-83.2% | $2,656-88.4% | $2,596-88.2% |
| Participant deferral / active EE | $1,144 | $2,867-60.1% | $3,941-71.0% | $4,028-71.6% |
| Admin fee / account holder | $4,406 | $4,362+1.0% | $4,934-10.7% | $5,403-18.5% |