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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 | $19,933 | $76,912-74.1% | $129,118-84.6% | $68,490-70.9% |
| Participation rate | 29.4% | 69.1%-39.7pp | 77.2%-47.8pp | 67.9%-38.5pp |
| Annual return | -16.41% | -9.78%-6.6pp | -10.94%-5.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $799 | $3,243-75.4% | $5,051-84.2% | $2,597-69.2% |
| Participant deferral / active EE | $2,368 | $4,732-50.0% | $6,539-63.8% | $4,028-41.2% |
| Admin fee / account holder | $3,737 | $6,638-43.7% | $14,305-73.9% | $5,403-30.8% |