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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 | $26,610 | $43,344-38.6% | $59,899-55.6% | $64,173-58.5% |
| Participation rate | 22.2% | 69.2%-46.9pp | 74.7%-52.5pp | 69.6%-47.3pp |
| Annual return | -5.87% | -1.55%-4.3pp | 3.46%-9.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $193 | $2,030-90.5% | $2,723-92.9% | $2,381-91.9% |
| Participant deferral / active EE | $844 | $2,547-66.9% | $3,402-75.2% | $3,470-75.7% |
| Admin fee / account holder | $7,644 | $3,008+154.1% | $3,592+112.8% | $4,887+56.4% |