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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 | $39,638 | $71,878-44.9% | $86,698-54.3% | $68,486-42.1% |
| Participation rate | 63.2% | 72.2%-9.1pp | 76.6%-13.4pp | 67.9%-4.7pp |
| Annual return | -15.06% | 3.53%-18.6pp | 35.95%-51.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $407 | $2,173-81.3% | $2,837-85.6% | $2,597-84.3% |
| Participant deferral / active EE | $3,267 | $3,779-13.5% | $4,656-29.8% | $4,028-18.9% |
| Admin fee / account holder | $9,884 | $6,113+61.7% | $7,493+31.9% | $5,404+82.9% |