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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 | $27,639 | $60,989-54.7% | $60,919-54.6% | $66,949-58.7% |
| Participation rate | 57.3% | 74.5%-17.2pp | 73.1%-15.8pp | 69.8%-12.6pp |
| Annual return | -15.10% | -9.60%-5.5pp | 16.96%-32.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $76 | $2,661-97.1% | $2,704-97.2% | $2,545-97.0% |
| Participant deferral / active EE | $1,912 | $3,615-47.1% | $3,814-49.9% | $4,239-54.9% |
| Admin fee / account holder | $2,018 | $338+496.1% | $3,228-37.5% | $594+239.9% |