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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 | $32,964 | $42,910-23.2% | $60,919-45.9% | $68,490-51.9% |
| Participation rate | 45.2% | 66.8%-21.6pp | 73.1%-27.9pp | 67.9%-22.7pp |
| Annual return | -17.20% | -13.99%-3.2pp | 16.96%-34.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $200 | $1,978-89.9% | $2,704-92.6% | $2,597-92.3% |
| Participant deferral / active EE | $2,574 | $2,866-10.2% | $3,814-32.5% | $4,028-36.1% |
| Admin fee / account holder | $1,464 | $3,104-52.8% | $3,228-54.6% | $5,403-72.9% |