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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 | $28,343 | $73,848-61.6% | $143,799-80.3% | $68,486-58.6% |
| Participation rate | 55.2% | 66.7%-11.5pp | 80.3%-25.1pp | 67.9%-12.7pp |
| Annual return | -12.59% | 0.91%-13.5pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $359 | $3,184-88.7% | $4,952-92.8% | $2,597-86.2% |
| Participant deferral / active EE | $2,923 | $3,385-13.6% | $5,638-48.2% | $4,028-27.4% |
| Admin fee / account holder | $4,285 | $5,755-25.5% | $14,677-70.8% | $5,404-20.7% |