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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 | $46,904 | $53,596-12.5% | $90,657-48.3% | $64,173-26.9% |
| Participation rate | 33.3% | 64.5%-31.2pp | 74.0%-40.7pp | 69.6%-36.2pp |
| Annual return | -5.96% | 4.41%-10.4pp | 1.89%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $219 | $1,503-85.4% | $2,532-91.4% | $2,381-90.8% |
| Participant deferral / active EE | $960 | $2,459-61.0% | $3,424-72.0% | $3,470-72.3% |
| Admin fee / account holder | $2,211 | $3,868-42.8% | $4,994-55.7% | $4,887-54.8% |