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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 | $39,611 | $64,719-38.8% | $112,249-64.7% | $68,486-42.2% |
| Participation rate | 35.7% | 67.2%-31.4pp | 75.1%-39.3pp | 67.9%-32.2pp |
| Annual return | -17.96% | -11.40%-6.6pp | 27.48%-45.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $220 | $2,747-92.0% | $3,636-93.9% | $2,597-91.5% |
| Participant deferral / active EE | $1,889 | $3,565-47.0% | $4,729-60.0% | $4,028-53.1% |
| Admin fee / account holder | $6,148 | $5,232+17.5% | $6,412-4.1% | $5,404+13.8% |