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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 | $37,694 | $53,596-29.7% | $90,657-58.4% | $64,173-41.3% |
| Participation rate | 50.0% | 64.5%-14.5pp | 74.0%-24.0pp | 69.6%-19.6pp |
| Annual return | -5.12% | 4.41%-9.5pp | 1.89%-7.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $122 | $1,503-91.9% | $2,532-95.2% | $2,381-94.9% |
| Participant deferral / active EE | $1,231 | $2,459-49.9% | $3,424-64.1% | $3,470-64.5% |
| Admin fee / account holder | $688 | $3,868-82.2% | $4,994-86.2% | $4,887-85.9% |