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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 | $37,757 | $56,484-33.2% | $169,452-77.7% | $64,173-41.2% |
| Participation rate | 38.1% | 64.5%-26.4pp | 77.8%-39.6pp | 69.6%-31.4pp |
| Annual return | -6.90% | -1.55%-5.3pp | 1.83%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $162 | $1,832-91.1% | $4,157-96.1% | $2,381-93.2% |
| Participant deferral / active EE | $1,507 | $3,448-56.3% | $5,277-71.4% | $3,470-56.6% |
| Admin fee / account holder | $8,365 | $4,174+100.4% | $9,110-8.2% | $4,887+71.2% |