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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 | $40,172 | $59,819-32.8% | $79,583-49.5% | $68,490-41.3% |
| Participation rate | 34.6% | 61.1%-26.5pp | 69.5%-34.9pp | 67.9%-33.3pp |
| Annual return | -16.98% | -12.30%-4.7pp | 0.16%-17.1pp | -7.85%-9.1pp |
| Employer contribution / active EE | $32 | $1,505-97.9% | $2,414-98.7% | $2,597-98.8% |
| Participant deferral / active EE | $2,519 | $3,025-16.7% | $3,986-36.8% | $4,028-37.5% |
| Admin fee / account holder | $2,204 | $4,835-54.4% | $6,835-67.8% | $5,403-59.2% |