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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 | $32,413 | $72,404-55.2% | $110,243-70.6% | $64,173-49.5% |
| Participation rate | 52.3% | 73.3%-21.1pp | 79.8%-27.5pp | 69.6%-17.3pp |
| Annual return | -7.23% | -6.29%-0.9pp | 314.76%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $403 | $2,282-82.3% | $3,827-89.5% | $2,381-83.1% |
| Participant deferral / active EE | $1,577 | $3,469-54.5% | $4,672-66.2% | $3,470-54.5% |
| Admin fee / account holder | $1,925 | $5,664-66.0% | $8,548-77.5% | $4,887-60.6% |