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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 | $27,403 | $43,344-36.8% | $59,899-54.3% | $64,173-57.3% |
| Participation rate | 47.9% | 69.2%-21.3pp | 74.7%-26.8pp | 69.6%-21.7pp |
| Annual return | -6.07% | -1.55%-4.5pp | 3.46%-9.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $60 | $2,030-97.1% | $2,723-97.8% | $2,381-97.5% |
| Participant deferral / active EE | $1,495 | $2,547-41.3% | $3,402-56.1% | $3,470-56.9% |
| Admin fee / account holder | $1,731 | $3,008-42.5% | $3,592-51.8% | $4,887-64.6% |