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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 | $31,732 | $62,586-49.3% | $76,766-58.7% | $64,181-50.6% |
| Participation rate | 52.5% | 72.8%-20.3pp | 77.0%-24.5pp | 69.6%-17.1pp |
| Annual return | -4.46% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $354 | $1,832-80.7% | $2,485-85.7% | $2,381-85.1% |
| Participant deferral / active EE | $1,934 | $3,145-38.5% | $3,851-49.8% | $3,470-44.3% |
| Admin fee / account holder | $593 | $4,667-87.3% | $6,675-91.1% | $4,887-87.9% |