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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 | $33,528 | $52,836-36.5% | $105,736-68.3% | $64,173-47.8% |
| Participation rate | 46.4% | 66.5%-20.1pp | 76.3%-29.9pp | 69.6%-23.1pp |
| Annual return | -6.83% | 14.30%-21.1pp | 6.27%-13.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $208 | $1,827-88.6% | $3,268-93.6% | $2,381-91.3% |
| Participant deferral / active EE | $1,555 | $2,545-38.9% | $4,080-61.9% | $3,470-55.2% |
| Admin fee / account holder | $960 | $3,959-75.7% | $6,913-86.1% | $4,887-80.4% |