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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 | $28,122 | $46,697-39.8% | $117,529-76.1% | $68,490-58.9% |
| Participation rate | 43.8% | 56.8%-13.0pp | 70.6%-26.8pp | 67.9%-24.1pp |
| Annual return | -16.46% | -14.52%-1.9pp | 29.77%-46.2pp | -7.85%-8.6pp |
| Employer contribution / active EE | $117 | $1,506-92.2% | $4,179-97.2% | $2,597-95.5% |
| Participant deferral / active EE | $945 | $2,637-64.2% | $4,072-76.8% | $4,028-76.5% |
| Admin fee / account holder | $1,124 | $4,023-72.0% | $5,645-80.1% | $5,403-79.2% |