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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 | $36,376 | $72,404-49.8% | $110,243-67.0% | $64,173-43.3% |
| Participation rate | 61.4% | 73.3%-11.9pp | 79.8%-18.4pp | 69.6%-8.2pp |
| Annual return | -7.51% | -6.29%-1.2pp | 314.76%-322.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $228 | $2,282-90.0% | $3,827-94.0% | $2,381-90.4% |
| Participant deferral / active EE | $2,740 | $3,469-21.0% | $4,672-41.4% | $3,470-21.0% |
| Admin fee / account holder | $810 | $5,664-85.7% | $8,548-90.5% | $4,887-83.4% |