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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 | $38,830 | $46,697-16.8% | $117,529-67.0% | $68,490-43.3% |
| Participation rate | 46.8% | 56.8%-10.0pp | 70.6%-23.8pp | 67.9%-21.1pp |
| Annual return | -18.15% | -14.52%-3.6pp | 29.77%-47.9pp | -7.85%-10.3pp |
| Employer contribution / active EE | $248 | $1,506-83.6% | $4,179-94.1% | $2,597-90.5% |
| Participant deferral / active EE | $2,292 | $2,637-13.1% | $4,072-43.7% | $4,028-43.1% |
| Admin fee / account holder | $772 | $4,023-80.8% | $5,645-86.3% | $5,403-85.7% |