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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 | $31,796 | $42,910-25.9% | $60,919-47.8% | $68,490-53.6% |
| Participation rate | 36.1% | 66.8%-30.6pp | 73.1%-37.0pp | 67.9%-31.8pp |
| Annual return | -15.49% | -13.99%-1.5pp | 16.96%-32.5pp | -7.85%-7.6pp |
| Employer contribution / active EE | $263 | $1,978-86.7% | $2,704-90.3% | $2,597-89.9% |
| Participant deferral / active EE | $1,707 | $2,866-40.4% | $3,814-55.3% | $4,028-57.6% |
| Admin fee / account holder | $2,553 | $3,104-17.8% | $3,228-20.9% | $5,403-52.8% |