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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 | $34,573 | $42,910-19.4% | $60,919-43.2% | $68,490-49.5% |
| Participation rate | 43.3% | 66.8%-23.5pp | 73.1%-29.8pp | 67.9%-24.6pp |
| Annual return | -16.21% | -13.99%-2.2pp | 16.96%-33.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,551 | $2,866-45.9% | $3,814-59.3% | $4,028-61.5% |
| Admin fee / account holder | $4,552 | $3,104+46.6% | $3,228+41.0% | $5,403-15.7% |