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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 | $19,586 | $49,280-60.3% | $67,313-70.9% | $64,181-69.5% |
| Participation rate | 29.1% | 60.8%-31.7pp | 69.1%-40.0pp | 69.6%-40.5pp |
| Annual return | -3.12% | -1.39%-1.7pp | -4.08%+1.0pp | 7.63%-10.8pp |
| Employer contribution / active EE | $264 | $1,668-84.2% | $2,566-89.7% | $2,381-88.9% |
| Participant deferral / active EE | $1,336 | $2,484-46.2% | $3,568-62.5% | $3,470-61.5% |
| Admin fee / account holder | $3,801 | $3,863-1.6% | $4,507-15.6% | $4,887-22.2% |