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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 | $15,251 | $53,546-71.5% | $69,884-78.2% | $68,486-77.7% |
| Participation rate | 38.2% | 64.5%-26.4pp | 70.5%-32.3pp | 67.9%-29.7pp |
| Annual return | -18.60% | -13.87%-4.7pp | 190.81%-209.4pp | -7.85%-10.7pp |
| Employer contribution / active EE | $297 | $2,019-85.3% | $2,560-88.4% | $2,597-88.5% |
| Participant deferral / active EE | $1,498 | $2,957-49.3% | $3,848-61.1% | $4,028-62.8% |
| Admin fee / account holder | $734 | $4,693-84.4% | $6,266-88.3% | $5,404-86.4% |