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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 | $27,753 | $83,908-66.9% | $68,509-59.5% | $125,389-77.9% |
| Participation rate | 57.1% | 78.2%-21.0pp | 74.7%-17.6pp | 83.2%-26.0pp |
| Annual return | -1.23% | 14.48%-15.7pp | 8.27%-9.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $294 | $3,031-90.3% | $2,278-87.1% | $4,866-94.0% |
| Participant deferral / active EE | $2,942 | $4,125-28.7% | $3,382-13.0% | $5,352-45.0% |
| Admin fee / account holder | $9,402 | $8,982+4.7% | $5,275+78.3% | $9,541-1.5% |