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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 | $31,305 | $42,909-27.0% | $60,906-48.6% | $68,486-54.3% |
| Participation rate | 36.4% | 66.8%-30.4pp | 73.1%-36.7pp | 67.9%-31.5pp |
| Annual return | -10.51% | -13.99%+3.5pp | 16.94%-27.4pp | -7.85%-2.7pp |
| Employer contribution / active EE | $340 | $1,979-82.8% | $2,703-87.4% | $2,597-86.9% |
| Participant deferral / active EE | $1,383 | $2,866-51.7% | $3,814-63.7% | $4,028-65.7% |
| Admin fee / account holder | $2,008 | $3,104-35.3% | $3,227-37.8% | $5,404-62.8% |