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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 | $21,612 | $64,719-66.6% | $112,249-80.7% | $68,486-68.4% |
| Participation rate | 39.7% | 67.2%-27.4pp | 75.1%-35.3pp | 67.9%-28.2pp |
| Annual return | -19.03% | -11.40%-7.6pp | 27.48%-46.5pp | -7.85%-11.2pp |
| Employer contribution / active EE | $593 | $2,747-78.4% | $3,636-83.7% | $2,597-77.2% |
| Participant deferral / active EE | $2,235 | $3,565-37.3% | $4,729-52.7% | $4,028-44.5% |
| Admin fee / account holder | $649 | $5,232-87.6% | $6,412-89.9% | $5,404-88.0% |