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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 | $40,255 | $48,264-16.6% | $68,790-41.5% | $68,498-41.2% |
| Participation rate | 46.2% | 60.7%-14.5pp | 69.0%-22.9pp | 67.9%-21.7pp |
| Annual return | -14.52% | -12.70%-1.8pp | -6.38%-8.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $277 | $1,829-84.8% | $2,655-89.6% | $2,596-89.3% |
| Participant deferral / active EE | $1,727 | $2,867-39.8% | $3,941-56.2% | $4,027-57.1% |
| Admin fee / account holder | $1,308 | $4,360-70.0% | $4,934-73.5% | $5,403-75.8% |