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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 | $23,427 | $32,037-26.9% | $69,182-66.1% | $62,881-62.7% |
| Participation rate | 43.2% | 43.4%-0.2pp | 55.1%-11.9pp | 69.3%-26.1pp |
| Annual return | 7.19% | 15.16%-8.0pp | -21.93%+29.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $65 | $679-90.5% | $1,206-94.6% | $2,281-97.2% |
| Participant deferral / active EE | $770 | $1,185-35.0% | $1,897-59.4% | $3,203-75.9% |
| Admin fee / account holder | $994 | $2,608-61.9% | $2,697-63.1% | $4,296-76.9% |