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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 | $25,753 | $71,872-64.2% | $86,691-70.3% | $68,495-62.4% |
| Participation rate | 48.1% | 72.2%-24.1pp | 76.6%-28.4pp | 67.9%-19.7pp |
| Annual return | -8.77% | 3.53%-12.3pp | 35.94%-44.7pp | -7.84%-0.9pp |
| Employer contribution / active EE | $384 | $2,173-82.3% | $2,837-86.5% | $2,596-85.2% |
| Participant deferral / active EE | $2,316 | $3,779-38.7% | $4,656-50.3% | $4,028-42.5% |
| Admin fee / account holder | $2,077 | $6,112-66.0% | $7,492-72.3% | $5,403-61.6% |