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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 | $46,270 | $64,719-28.5% | $112,249-58.8% | $68,486-32.4% |
| Participation rate | 37.8% | 67.2%-29.3pp | 75.1%-37.2pp | 67.9%-30.1pp |
| Annual return | -16.15% | -11.40%-4.7pp | 27.48%-43.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $146 | $2,747-94.7% | $3,636-96.0% | $2,597-94.4% |
| Participant deferral / active EE | $1,738 | $3,565-51.3% | $4,729-63.3% | $4,028-56.9% |
| Admin fee / account holder | $4,586 | $5,232-12.4% | $6,412-28.5% | $5,404-15.1% |