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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 | $39,656 | $73,019-45.7% | $90,766-56.3% | $68,490-42.1% |
| Participation rate | 64.7% | 70.8%-6.1pp | 75.7%-11.0pp | 67.9%-3.2pp |
| Annual return | -9.07% | -13.81%+4.7pp | -12.16%+3.1pp | -7.85%-1.2pp |
| Employer contribution / active EE | $358 | $2,193-83.7% | $2,922-87.7% | $2,597-86.2% |
| Participant deferral / active EE | $2,498 | $3,626-31.1% | $4,565-45.3% | $4,028-38.0% |
| Admin fee / account holder | $9,452 | $5,897+60.3% | $8,446+11.9% | $5,403+74.9% |