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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 | $24,751 | $62,589-60.5% | $76,768-67.8% | $64,173-61.4% |
| Participation rate | 58.1% | 72.8%-14.8pp | 77.0%-18.9pp | 69.6%-11.5pp |
| Annual return | -7.13% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $320 | $1,832-82.5% | $2,485-87.1% | $2,381-86.5% |
| Participant deferral / active EE | $1,865 | $3,145-40.7% | $3,852-51.6% | $3,470-46.3% |
| Admin fee / account holder | $2,498 | $4,667-46.5% | $6,675-62.6% | $4,887-48.9% |