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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 | $20,270 | $53,596-62.2% | $90,657-77.6% | $64,173-68.4% |
| Participation rate | 53.2% | 64.5%-11.3pp | 74.0%-20.8pp | 69.6%-16.4pp |
| Annual return | -1.83% | 4.41%-6.2pp | 1.89%-3.7pp | 7.63%-9.5pp |
| Employer contribution / active EE | $236 | $1,503-84.3% | $2,532-90.7% | $2,381-90.1% |
| Participant deferral / active EE | $965 | $2,459-60.8% | $3,424-71.8% | $3,470-72.2% |
| Admin fee / account holder | $2,426 | $3,868-37.3% | $4,994-51.4% | $4,887-50.4% |