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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 | $33,468 | $58,093-42.4% | $80,022-58.2% | $56,289-40.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 75.8%-9.2pp | 69.9%-3.2pp |
| Annual return | -4.89% | 34.63%-39.5pp | 11.22%-16.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $339 | $1,933-82.5% | $2,468-86.3% | $2,111-83.9% |
| Participant deferral / active EE | $2,251 | $3,136-28.2% | $3,686-38.9% | $3,350-32.8% |
| Admin fee / account holder | $917 | $623+47.3% | $6,521-85.9% | $521+76.1% |