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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 | $29,004 | $60,989-52.4% | $60,906-52.4% | $66,938-56.7% |
| Participation rate | 45.6% | 74.5%-28.8pp | 73.1%-27.5pp | 69.8%-24.2pp |
| Annual return | -15.42% | -9.60%-5.8pp | 16.94%-32.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | -$234 | $2,661-108.8% | $2,703-108.6% | $2,545-109.2% |
| Participant deferral / active EE | $1,888 | $3,615-47.8% | $3,814-50.5% | $4,238-55.4% |
| Admin fee / account holder | $7,062 | $338+1986.4% | $3,227+118.8% | $594+1089.8% |