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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 | $52,824 | $69,977-24.5% | $108,582-51.4% | $62,881-16.0% |
| Participation rate | 57.5% | 72.9%-15.4pp | 79.6%-22.1pp | 69.3%-11.8pp |
| Annual return | 6.74% | 10.73%-4.0pp | -51.70%+58.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $422 | $2,135-80.2% | $3,758-88.8% | $2,281-81.5% |
| Participant deferral / active EE | $2,035 | $3,165-35.7% | $4,311-52.8% | $3,203-36.5% |
| Admin fee / account holder | $8,801 | $5,076+73.4% | $7,645+15.1% | $4,296+104.9% |