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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 | $19,454 | $73,848-73.7% | $143,799-86.5% | $68,486-71.6% |
| Participation rate | 37.7% | 66.7%-28.9pp | 80.3%-42.6pp | 67.9%-30.2pp |
| Annual return | -15.79% | 0.91%-16.7pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $276 | $3,184-91.3% | $4,952-94.4% | $2,597-89.4% |
| Participant deferral / active EE | $1,161 | $3,385-65.7% | $5,638-79.4% | $4,028-71.2% |
| Admin fee / account holder | $4,838 | $5,755-15.9% | $14,677-67.0% | $5,404-10.5% |