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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 | $24,381 | $43,344-43.8% | $59,899-59.3% | $64,173-62.0% |
| Participation rate | 52.4% | 69.2%-16.8pp | 74.7%-22.3pp | 69.6%-17.2pp |
| Annual return | -6.79% | -1.55%-5.2pp | 3.46%-10.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $251 | $2,030-87.6% | $2,723-90.8% | $2,381-89.5% |
| Participant deferral / active EE | $1,256 | $2,547-50.7% | $3,402-63.1% | $3,470-63.8% |
| Admin fee / account holder | $439 | $3,008-85.4% | $3,592-87.8% | $4,887-91.0% |