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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 | $37,531 | $59,819-37.3% | $79,583-52.8% | $68,490-45.2% |
| Participation rate | 25.7% | 61.1%-35.4pp | 69.5%-43.8pp | 67.9%-42.2pp |
| Annual return | -11.45% | -12.30%+0.8pp | 0.16%-11.6pp | -7.85%-3.6pp |
| Employer contribution / active EE | $284 | $1,505-81.1% | $2,414-88.2% | $2,597-89.1% |
| Participant deferral / active EE | $2,269 | $3,025-25.0% | $3,986-43.1% | $4,028-43.7% |
| Admin fee / account holder | $13,998 | $4,835+189.5% | $6,835+104.8% | $5,403+159.1% |