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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 | $22,844 | $77,816-70.6% | $123,552-81.5% | $64,173-64.4% |
| Participation rate | 69.4% | 74.7%-5.3pp | 82.3%-12.9pp | 69.6%-0.2pp |
| Annual return | -1.23% | 12.49%-13.7pp | 119.20%-120.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $229 | $3,014-92.4% | $4,628-95.1% | $2,381-90.4% |
| Participant deferral / active EE | $4,325 | $5,240-17.5% | $6,426-32.7% | $3,470+24.7% |
| Admin fee / account holder | $7,398 | $5,519+34.0% | $9,285-20.3% | $4,887+51.4% |