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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 | $21,035 | $43,333-51.5% | $59,883-64.9% | $64,181-67.2% |
| Participation rate | 51.9% | 69.2%-17.3pp | 74.7%-22.8pp | 69.6%-17.7pp |
| Annual return | -5.24% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $177 | $2,029-91.3% | $2,722-93.5% | $2,381-92.6% |
| Participant deferral / active EE | $1,512 | $2,547-40.6% | $3,402-55.5% | $3,470-56.4% |
| Admin fee / account holder | $2,525 | $3,006-16.0% | $3,591-29.7% | $4,887-48.3% |