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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 | $23,042 | $42,383-45.6% | $76,518-69.9% | $64,173-64.1% |
| Participation rate | 48.6% | 58.1%-9.6pp | 68.0%-19.4pp | 69.6%-21.0pp |
| Annual return | -1.85% | -16.54%+14.7pp | -0.27%-1.6pp | 7.63%-9.5pp |
| Employer contribution / active EE | $138 | $1,563-91.2% | $2,647-94.8% | $2,381-94.2% |
| Participant deferral / active EE | $1,059 | $2,566-58.8% | $3,836-72.4% | $3,470-69.5% |
| Admin fee / account holder | $7,886 | $3,198+146.6% | $4,849+62.6% | $4,887+61.3% |