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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 | $22,390 | $56,339-60.3% | $104,299-78.5% | $68,490-67.3% |
| Participation rate | 68.9% | 63.3%+5.6pp | 73.3%-4.4pp | 67.9%+1.0pp |
| Annual return | -17.94% | -9.19%-8.8pp | 24.62%-42.6pp | -7.85%-10.1pp |
| Employer contribution / active EE | $211 | $1,960-89.2% | $3,373-93.7% | $2,597-91.9% |
| Participant deferral / active EE | $2,996 | $3,077-2.6% | $4,626-35.2% | $4,028-25.6% |
| Admin fee / account holder | $1,508 | $4,902-69.2% | $7,339-79.5% | $5,403-72.1% |