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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 | $25,898 | $54,162-52.2% | $68,612-62.3% | $64,173-59.6% |
| Participation rate | 61.8% | 68.1%-6.2pp | 72.2%-10.4pp | 69.6%-7.7pp |
| Annual return | -3.61% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $268 | $1,846-85.5% | $2,625-89.8% | $2,381-88.7% |
| Participant deferral / active EE | $1,022 | $2,626-61.1% | $3,311-69.1% | $3,470-70.6% |
| Admin fee / account holder | $574 | $4,029-85.8% | $5,131-88.8% | $4,887-88.3% |