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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 | $29,430 | $62,589-53.0% | $76,768-61.7% | $64,173-54.1% |
| Participation rate | 64.8% | 72.8%-8.0pp | 77.0%-12.1pp | 69.6%-4.8pp |
| Annual return | -2.49% | -1.95%-0.5pp | 2.43%-4.9pp | 7.63%-10.1pp |
| Employer contribution / active EE | $292 | $1,832-84.1% | $2,485-88.3% | $2,381-87.8% |
| Participant deferral / active EE | $1,703 | $3,145-45.9% | $3,852-55.8% | $3,470-50.9% |
| Admin fee / account holder | $734 | $4,667-84.3% | $6,675-89.0% | $4,887-85.0% |