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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 | $42,270 | $42,917-1.5% | $60,899-30.6% | $68,495-38.3% |
| Participation rate | 37.0% | 66.8%-29.8pp | 73.1%-36.1pp | 67.9%-30.9pp |
| Annual return | -14.75% | -13.99%-0.8pp | 16.92%-31.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $359 | $1,979-81.8% | $2,702-86.7% | $2,596-86.2% |
| Participant deferral / active EE | $987 | $2,867-65.6% | $3,817-74.1% | $4,028-75.5% |
| Admin fee / account holder | $18,665 | $3,102+501.7% | $3,225+478.8% | $5,403+245.4% |