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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 | $62,791 | $64,729-3.0% | $112,263-44.1% | $68,490-8.3% |
| Participation rate | 28.6% | 67.2%-38.6pp | 75.1%-46.5pp | 67.9%-39.3pp |
| Annual return | -16.17% | -11.40%-4.8pp | 27.49%-43.7pp | -7.85%-8.3pp |
| Employer contribution / active EE | $136 | $2,746-95.0% | $3,636-96.3% | $2,597-94.8% |
| Participant deferral / active EE | $1,786 | $3,566-49.9% | $4,729-62.2% | $4,028-55.7% |
| Admin fee / account holder | $2,034 | $5,222-61.0% | $6,410-68.3% | $5,403-62.3% |