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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 | $19,069 | $73,848-74.2% | $143,799-86.7% | $68,486-72.2% |
| Participation rate | 48.4% | 66.7%-18.3pp | 80.3%-31.9pp | 67.9%-19.5pp |
| Annual return | -8.30% | 0.91%-9.2pp | -0.04%-8.3pp | -7.85%-0.4pp |
| Employer contribution / active EE | $372 | $3,184-88.3% | $4,952-92.5% | $2,597-85.7% |
| Participant deferral / active EE | $1,468 | $3,385-56.6% | $5,638-74.0% | $4,028-63.5% |
| Admin fee / account holder | $1,562 | $5,755-72.9% | $14,677-89.4% | $5,404-71.1% |