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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 | $24,001 | $64,719-62.9% | $112,249-78.6% | $68,486-65.0% |
| Participation rate | 56.3% | 67.2%-10.9pp | 75.1%-18.8pp | 67.9%-11.6pp |
| Annual return | -18.76% | -11.40%-7.4pp | 27.48%-46.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $412 | $2,747-85.0% | $3,636-88.7% | $2,597-84.1% |
| Participant deferral / active EE | $2,296 | $3,565-35.6% | $4,729-51.4% | $4,028-43.0% |
| Admin fee / account holder | $19,068 | $5,232+264.4% | $6,412+197.4% | $5,404+252.9% |