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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 | $28,719 | $46,697-38.5% | $117,529-75.6% | $68,490-58.1% |
| Participation rate | 44.3% | 56.8%-12.5pp | 70.6%-26.3pp | 67.9%-23.6pp |
| Annual return | -16.27% | -14.52%-1.8pp | 29.77%-46.0pp | -7.85%-8.4pp |
| Employer contribution / active EE | $213 | $1,506-85.8% | $4,179-94.9% | $2,597-91.8% |
| Participant deferral / active EE | $1,922 | $2,637-27.1% | $4,072-52.8% | $4,028-52.3% |
| Admin fee / account holder | $864 | $4,023-78.5% | $5,645-84.7% | $5,403-84.0% |