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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 | $16,848 | $42,910-60.7% | $60,919-72.3% | $68,490-75.4% |
| Participation rate | 62.1% | 66.8%-4.7pp | 73.1%-11.0pp | 67.9%-5.8pp |
| Annual return | -16.17% | -13.99%-2.2pp | 16.96%-33.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $349 | $1,978-82.4% | $2,704-87.1% | $2,597-86.6% |
| Participant deferral / active EE | $1,765 | $2,866-38.4% | $3,814-53.7% | $4,028-56.2% |
| Admin fee / account holder | $1,744 | $3,104-43.8% | $3,228-46.0% | $5,403-67.7% |