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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 | $35,994 | $49,280-27.0% | $67,313-46.5% | $64,173-43.9% |
| Participation rate | 32.2% | 60.8%-28.6pp | 69.1%-36.9pp | 69.6%-37.4pp |
| Annual return | -2.77% | -1.39%-1.4pp | -4.08%+1.3pp | 7.63%-10.4pp |
| Employer contribution / active EE | $176 | $1,668-89.5% | $2,566-93.2% | $2,381-92.6% |
| Participant deferral / active EE | $950 | $2,484-61.8% | $3,568-73.4% | $3,470-72.6% |
| Admin fee / account holder | $1,924 | $3,863-50.2% | $4,507-57.3% | $4,887-60.6% |