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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 | $37,800 | $73,848-48.8% | $143,799-73.7% | $68,486-44.8% |
| Participation rate | 51.7% | 66.7%-14.9pp | 80.3%-28.6pp | 67.9%-16.2pp |
| Annual return | -16.17% | 0.91%-17.1pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $208 | $3,184-93.5% | $4,952-95.8% | $2,597-92.0% |
| Participant deferral / active EE | $2,447 | $3,385-27.7% | $5,638-56.6% | $4,028-39.2% |
| Admin fee / account holder | $435 | $5,755-92.4% | $14,677-97.0% | $5,404-91.9% |