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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 | $52,559 | $73,019-28.0% | $90,766-42.1% | $68,490-23.3% |
| Participation rate | 39.7% | 70.8%-31.1pp | 75.7%-36.0pp | 67.9%-28.2pp |
| Annual return | -16.42% | -13.81%-2.6pp | -12.16%-4.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $121 | $2,193-94.5% | $2,922-95.9% | $2,597-95.3% |
| Participant deferral / active EE | $1,928 | $3,626-46.8% | $4,565-57.8% | $4,028-52.1% |
| Admin fee / account holder | $2,765 | $5,897-53.1% | $8,446-67.3% | $5,403-48.8% |