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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 | $31,067 | $46,689-33.5% | $117,498-73.6% | $68,495-54.6% |
| Participation rate | 33.3% | 56.8%-23.5pp | 70.6%-37.3pp | 67.9%-34.6pp |
| Annual return | -18.69% | -14.52%-4.2pp | 29.75%-48.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $166 | $1,505-89.0% | $4,178-96.0% | $2,596-93.6% |
| Participant deferral / active EE | $1,332 | $2,637-49.5% | $4,071-67.3% | $4,028-66.9% |
| Admin fee / account holder | $2,512 | $4,021-37.5% | $5,646-55.5% | $5,403-53.5% |