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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 | $53,839 | $43,344+24.2% | $59,899-10.1% | $64,173-16.1% |
| Participation rate | 26.3% | 69.2%-42.8pp | 74.7%-48.4pp | 69.6%-43.3pp |
| Annual return | -5.01% | -1.55%-3.5pp | 3.46%-8.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $245 | $2,030-87.9% | $2,723-91.0% | $2,381-89.7% |
| Participant deferral / active EE | $817 | $2,547-67.9% | $3,402-76.0% | $3,470-76.5% |
| Admin fee / account holder | $583 | $3,008-80.6% | $3,592-83.8% | $4,887-88.1% |