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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 | $19,315 | $73,848-73.8% | $143,799-86.6% | $68,486-71.8% |
| Participation rate | 50.8% | 66.7%-15.9pp | 80.3%-29.5pp | 67.9%-17.1pp |
| Annual return | -9.77% | 0.91%-10.7pp | -0.04%-9.7pp | -7.85%-1.9pp |
| Employer contribution / active EE | $227 | $3,184-92.9% | $4,952-95.4% | $2,597-91.2% |
| Participant deferral / active EE | $1,027 | $3,385-69.6% | $5,638-81.8% | $4,028-74.5% |
| Admin fee / account holder | $614 | $5,755-89.3% | $14,677-95.8% | $5,404-88.6% |