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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 | $21,467 | $43,333-50.5% | $59,883-64.2% | $64,181-66.6% |
| Participation rate | 51.6% | 69.2%-17.6pp | 74.7%-23.1pp | 69.6%-18.0pp |
| Annual return | -6.23% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $286 | $2,029-85.9% | $2,722-89.5% | $2,381-88.0% |
| Participant deferral / active EE | $1,677 | $2,547-34.2% | $3,402-50.7% | $3,470-51.7% |
| Admin fee / account holder | $3,344 | $3,006+11.3% | $3,591-6.9% | $4,887-31.6% |