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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 | $50,402 | $62,583-19.5% | $76,767-34.3% | $64,173-21.5% |
| Participation rate | 42.9% | 72.8%-30.0pp | 77.0%-34.1pp | 69.6%-26.7pp |
| Annual return | -5.96% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $255 | $1,832-86.1% | $2,485-89.8% | $2,381-89.3% |
| Participant deferral / active EE | $1,877 | $3,145-40.3% | $3,852-51.3% | $3,470-45.9% |
| Admin fee / account holder | $11,204 | $4,667+140.1% | $6,675+67.8% | $4,887+129.3% |