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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 | $41,816 | $56,339-25.8% | $104,299-59.9% | $68,490-38.9% |
| Participation rate | 42.9% | 63.3%-20.4pp | 73.3%-30.4pp | 67.9%-25.0pp |
| Annual return | -17.25% | -9.19%-8.1pp | 24.62%-41.9pp | -7.85%-9.4pp |
| Employer contribution / active EE | $331 | $1,960-83.1% | $3,373-90.2% | $2,597-87.3% |
| Participant deferral / active EE | $1,858 | $3,077-39.6% | $4,626-59.8% | $4,028-53.9% |
| Admin fee / account holder | $4,434 | $4,902-9.5% | $7,339-39.6% | $5,403-17.9% |