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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 | $16,150 | $42,914-62.4% | $60,888-73.5% | $68,498-76.4% |
| Participation rate | 42.4% | 66.8%-24.4pp | 73.1%-30.7pp | 67.9%-25.5pp |
| Annual return | -17.99% | -13.99%-4.0pp | 16.91%-34.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $326 | $1,979-83.6% | $2,702-88.0% | $2,596-87.5% |
| Participant deferral / active EE | $1,292 | $2,868-55.0% | $3,817-66.2% | $4,027-67.9% |
| Admin fee / account holder | $5,275 | $3,102+70.0% | $3,225+63.6% | $5,403-2.4% |