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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 | $39,542 | $56,484-30.0% | $169,452-76.7% | $64,173-38.4% |
| Participation rate | 56.3% | 64.5%-8.2pp | 77.8%-21.4pp | 69.6%-13.2pp |
| Annual return | -5.76% | -1.55%-4.2pp | 1.83%-7.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $265 | $1,832-85.6% | $4,157-93.6% | $2,381-88.9% |
| Participant deferral / active EE | $2,088 | $3,448-39.4% | $5,277-60.4% | $3,470-39.8% |
| Admin fee / account holder | $1,848 | $4,174-55.7% | $9,110-79.7% | $4,887-62.2% |