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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 | $22,972 | $42,909-46.5% | $60,906-62.3% | $68,486-66.5% |
| Participation rate | 36.7% | 66.8%-30.1pp | 73.1%-36.4pp | 67.9%-31.2pp |
| Annual return | -17.45% | -13.99%-3.5pp | 16.94%-34.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $208 | $1,979-89.5% | $2,703-92.3% | $2,597-92.0% |
| Participant deferral / active EE | $1,014 | $2,866-64.6% | $3,814-73.4% | $4,028-74.8% |
| Admin fee / account holder | $949 | $3,104-69.4% | $3,227-70.6% | $5,404-82.4% |