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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 | $28,826 | $43,504-33.7% | $68,612-58.0% | $56,289-48.8% |
| Participation rate | 59.4% | 67.8%-8.4pp | 72.2%-12.8pp | 69.9%-10.4pp |
| Annual return | -4.95% | -3.15%-1.8pp | -4.63%-0.3pp | -9.96%+5.0pp |
| Employer contribution / active EE | $371 | $1,525-75.7% | $2,625-85.9% | $2,111-82.4% |
| Participant deferral / active EE | $1,940 | $2,509-22.7% | $3,311-41.4% | $3,350-42.1% |
| Admin fee / account holder | $2,702 | $515+424.7% | $5,131-47.3% | $521+418.7% |