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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 | $36,954 | $81,900-54.9% | $119,615-69.1% | $68,498-46.1% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -13.09% | -23.82%+10.7pp | -14.98%+1.9pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,155 | $4,148+0.2% | $5,602-25.8% | $4,027+3.2% |
| Admin fee / account holder | $5,817 | $6,582-11.6% | $10,324-43.6% | $5,403+7.7% |