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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 | $12,594 | $43,338-70.9% | $59,887-79.0% | $64,173-80.4% |
| Participation rate | 52.3% | 69.2%-16.9pp | 74.7%-22.4pp | 69.6%-17.3pp |
| Annual return | -4.44% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $270 | $2,030-86.7% | $2,722-90.1% | $2,381-88.7% |
| Participant deferral / active EE | $1,395 | $2,547-45.2% | $3,402-59.0% | $3,470-59.8% |
| Admin fee / account holder | $880 | $3,007-70.7% | $3,591-75.5% | $4,887-82.0% |