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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 | $34,908 | $73,848-52.7% | $143,799-75.7% | $68,486-49.0% |
| Participation rate | 46.9% | 66.7%-19.8pp | 80.3%-33.4pp | 67.9%-21.0pp |
| Annual return | -14.90% | 0.91%-15.8pp | -0.04%-14.9pp | -7.85%-7.0pp |
| Employer contribution / active EE | $287 | $3,184-91.0% | $4,952-94.2% | $2,597-89.0% |
| Participant deferral / active EE | $1,080 | $3,385-68.1% | $5,638-80.8% | $4,028-73.2% |
| Admin fee / account holder | $1,861 | $5,755-67.7% | $14,677-87.3% | $5,404-65.6% |