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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 | $33,614 | $62,583-46.3% | $76,767-56.2% | $64,173-47.6% |
| Participation rate | 42.6% | 72.8%-30.3pp | 77.0%-34.4pp | 69.6%-27.0pp |
| Annual return | -6.02% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $405 | $1,832-77.9% | $2,485-83.7% | $2,381-83.0% |
| Participant deferral / active EE | $1,469 | $3,145-53.3% | $3,852-61.8% | $3,470-57.6% |
| Admin fee / account holder | $7,940 | $4,667+70.1% | $6,675+18.9% | $4,887+62.5% |