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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 | $36,319 | $79,633-54.4% | $93,759-61.3% | $68,486-47.0% |
| Participation rate | 48.3% | 75.4%-27.1pp | 81.0%-32.7pp | 67.9%-19.6pp |
| Annual return | -17.75% | -0.10%-17.6pp | -11.33%-6.4pp | -7.85%-9.9pp |
| Employer contribution / active EE | $240 | $3,665-93.4% | $4,324-94.4% | $2,597-90.7% |
| Participant deferral / active EE | $1,911 | $5,158-62.9% | $6,096-68.6% | $4,028-52.5% |
| Admin fee / account holder | $367 | $6,871-94.7% | $7,197-94.9% | $5,404-93.2% |