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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 | $29,497 | $27,632+6.7% | $61,452-52.0% | $68,486-56.9% |
| Participation rate | 52.9% | 39.5%+13.4pp | 52.6%+0.4pp | 67.9%-15.0pp |
| Annual return | -18.44% | -13.24%-5.2pp | 338.96%-357.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,018 | $1,264+59.7% | $2,125-5.0% | $4,028-49.9% |
| Admin fee / account holder | $1,572 | $2,010-21.8% | $2,131-26.2% | $5,404-70.9% |