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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 | $26,026 | $71,873-63.8% | $86,698-70.0% | $68,490-62.0% |
| Participation rate | 34.6% | 72.2%-37.6pp | 76.6%-42.0pp | 67.9%-33.3pp |
| Annual return | -17.70% | 3.54%-21.2pp | 35.96%-53.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $219 | $2,173-89.9% | $2,837-92.3% | $2,597-91.6% |
| Participant deferral / active EE | $2,408 | $3,779-36.3% | $4,656-48.3% | $4,028-40.2% |
| Admin fee / account holder | $17,696 | $6,110+189.6% | $7,492+136.2% | $5,403+227.5% |