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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 | $28,896 | $45,872-37.0% | $77,100-62.5% | $68,490-57.8% |
| Participation rate | 39.5% | 55.9%-16.4pp | 67.9%-28.4pp | 67.9%-28.4pp |
| Annual return | -17.55% | 1.73%-19.3pp | 42.35%-59.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,088 | $2,963+4.2% | $4,430-30.3% | $4,028-23.3% |
| Admin fee / account holder | $1,606 | $3,041-47.2% | $5,443-70.5% | $5,403-70.3% |