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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 | $64,671 | $71,873-10.0% | $86,698-25.4% | $68,490-5.6% |
| Participation rate | 43.1% | 72.2%-29.1pp | 76.6%-33.5pp | 67.9%-24.8pp |
| Annual return | -17.08% | 3.54%-20.6pp | 35.96%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $411 | $2,173-81.1% | $2,837-85.5% | $2,597-84.2% |
| Participant deferral / active EE | $2,548 | $3,779-32.6% | $4,656-45.3% | $4,028-36.7% |
| Admin fee / account holder | $5,269 | $6,110-13.8% | $7,492-29.7% | $5,403-2.5% |