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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 | $35,638 | $64,176-44.5% | $112,263-68.3% | $66,949-46.8% |
| Participation rate | 41.7% | 68.4%-26.7pp | 75.1%-33.3pp | 69.8%-28.1pp |
| Annual return | -18.39% | -13.80%-4.6pp | 27.49%-45.9pp | 1.57%-20.0pp |
| Employer contribution / active EE | $544 | $3,007-81.9% | $3,636-85.0% | $2,545-78.6% |
| Participant deferral / active EE | $1,687 | $3,694-54.3% | $4,729-64.3% | $4,239-60.2% |
| Admin fee / account holder | $945 | $626+51.0% | $6,410-85.3% | $594+59.2% |