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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 | $34,828 | $42,917-18.8% | $60,899-42.8% | $68,495-49.2% |
| Participation rate | 28.6% | 66.8%-38.2pp | 73.1%-44.5pp | 67.9%-39.3pp |
| Annual return | -13.88% | -13.99%+0.1pp | 16.92%-30.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,024 | $2,867-64.3% | $3,817-73.2% | $4,028-74.6% |
| Admin fee / account holder | $3,268 | $3,102+5.3% | $3,225+1.3% | $5,403-39.5% |