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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 | $57,712 | $61,660-6.4% | $80,022-27.9% | $64,173-10.1% |
| Participation rate | 53.3% | 71.7%-18.4pp | 75.8%-22.5pp | 69.6%-16.2pp |
| Annual return | -5.39% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $324 | $1,810-82.1% | $2,468-86.9% | $2,381-86.4% |
| Participant deferral / active EE | $1,471 | $2,968-50.4% | $3,686-60.1% | $3,470-57.6% |
| Admin fee / account holder | $1,214 | $5,417-77.6% | $6,521-81.4% | $4,887-75.2% |