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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 | $21,365 | $64,716-67.0% | $112,258-81.0% | $68,495-68.8% |
| Participation rate | 41.7% | 67.2%-25.5pp | 75.1%-33.4pp | 67.9%-26.2pp |
| Annual return | -18.87% | -11.40%-7.5pp | 27.47%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $390 | $2,746-85.8% | $3,636-89.3% | $2,596-85.0% |
| Participant deferral / active EE | $2,033 | $3,565-43.0% | $4,728-57.0% | $4,028-49.5% |
| Admin fee / account holder | $5,102 | $5,232-2.5% | $6,411-20.4% | $5,403-5.6% |