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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 | $34,696 | $73,009-52.5% | $90,756-61.8% | $68,495-49.3% |
| Participation rate | 51.9% | 70.8%-18.9pp | 75.7%-23.8pp | 67.9%-16.0pp |
| Annual return | -13.14% | -13.81%+0.7pp | -12.16%-1.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $356 | $2,193-83.7% | $2,922-87.8% | $2,596-86.3% |
| Participant deferral / active EE | $2,376 | $3,626-34.5% | $4,565-48.0% | $4,028-41.0% |
| Admin fee / account holder | $5,649 | $5,896-4.2% | $8,445-33.1% | $5,403+4.5% |