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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 | $55,649 | $73,009-23.8% | $90,756-38.7% | $68,495-18.8% |
| Participation rate | 36.7% | 70.8%-34.2pp | 75.7%-39.0pp | 67.9%-31.2pp |
| Annual return | -14.97% | -13.81%-1.2pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $322 | $2,193-85.3% | $2,922-89.0% | $2,596-87.6% |
| Participant deferral / active EE | $1,677 | $3,626-53.7% | $4,565-63.3% | $4,028-58.3% |
| Admin fee / account holder | $3,874 | $5,896-34.3% | $8,445-54.1% | $5,403-28.3% |