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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 | $34,537 | $46,689-26.0% | $117,498-70.6% | $68,495-49.6% |
| Participation rate | 52.4% | 56.8%-4.4pp | 70.6%-18.2pp | 67.9%-15.5pp |
| Annual return | -10.69% | -14.52%+3.8pp | 29.75%-40.4pp | -7.84%-2.8pp |
| Employer contribution / active EE | $207 | $1,505-86.2% | $4,178-95.0% | $2,596-92.0% |
| Participant deferral / active EE | $1,161 | $2,637-56.0% | $4,071-71.5% | $4,028-71.2% |
| Admin fee / account holder | $3,077 | $4,021-23.5% | $5,646-45.5% | $5,403-43.1% |