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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 | $48,992 | $61,660-20.5% | $80,022-38.8% | $64,173-23.7% |
| Participation rate | 49.2% | 71.7%-22.5pp | 75.8%-26.7pp | 69.6%-20.4pp |
| Annual return | -6.15% | -0.33%-5.8pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $51 | $1,810-97.2% | $2,468-97.9% | $2,381-97.8% |
| Participant deferral / active EE | $1,399 | $2,968-52.9% | $3,686-62.0% | $3,470-59.7% |
| Admin fee / account holder | $920 | $5,417-83.0% | $6,521-85.9% | $4,887-81.2% |