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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 | $31,632 | $62,586-49.5% | $76,766-58.8% | $64,181-50.7% |
| Participation rate | 63.3% | 72.8%-9.5pp | 77.0%-13.6pp | 69.6%-6.2pp |
| Annual return | -7.01% | -1.95%-5.1pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $283 | $1,832-84.5% | $2,485-88.6% | $2,381-88.1% |
| Participant deferral / active EE | $2,185 | $3,145-30.5% | $3,851-43.3% | $3,470-37.0% |
| Admin fee / account holder | $411 | $4,667-91.2% | $6,675-93.8% | $4,887-91.6% |