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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 | $19,944 | $73,863-73.0% | $143,797-86.1% | $68,490-70.9% |
| Participation rate | 22.4% | 66.7%-44.2pp | 80.3%-57.9pp | 67.9%-45.4pp |
| Annual return | -17.93% | 0.91%-18.8pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $348 | $3,185-89.1% | $4,952-93.0% | $2,597-86.6% |
| Participant deferral / active EE | $1,922 | $3,385-43.2% | $5,638-65.9% | $4,028-52.3% |
| Admin fee / account holder | $1,986 | $5,756-65.5% | $14,679-86.5% | $5,403-63.2% |