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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 | $24,957 | $73,839-66.2% | $143,788-82.6% | $68,495-63.6% |
| Participation rate | 42.9% | 66.7%-23.8pp | 80.3%-37.5pp | 67.9%-25.0pp |
| Annual return | -16.53% | 1.01%-17.5pp | -0.03%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $169 | $3,184-94.7% | $4,952-96.6% | $2,596-93.5% |
| Participant deferral / active EE | $1,070 | $3,384-68.4% | $5,638-81.0% | $4,028-73.4% |
| Admin fee / account holder | $5,011 | $5,755-12.9% | $14,675-65.9% | $5,403-7.3% |