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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 | $35,126 | $46,697-24.8% | $117,533-70.1% | $68,486-48.7% |
| Participation rate | 38.2% | 56.8%-18.5pp | 70.6%-32.4pp | 67.9%-29.7pp |
| Annual return | -18.13% | -14.52%-3.6pp | 29.77%-47.9pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3 | $1,506-99.8% | $4,179-99.9% | $2,597-99.9% |
| Participant deferral / active EE | $2,772 | $2,637+5.1% | $4,072-31.9% | $4,028-31.2% |
| Admin fee / account holder | $534 | $4,023-86.7% | $5,647-90.5% | $5,404-90.1% |