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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 | $29,062 | $73,863-60.7% | $143,797-79.8% | $68,490-57.6% |
| Participation rate | 22.5% | 66.7%-44.2pp | 80.3%-57.8pp | 67.9%-45.4pp |
| Annual return | -12.17% | 0.91%-13.1pp | -0.04%-12.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $327 | $3,185-89.7% | $4,952-93.4% | $2,597-87.4% |
| Participant deferral / active EE | $1,581 | $3,385-53.3% | $5,638-72.0% | $4,028-60.7% |
| Admin fee / account holder | $3,019 | $5,756-47.6% | $14,679-79.4% | $5,403-44.1% |