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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 | $19,645 | $32,037-38.7% | $69,182-71.6% | $62,881-68.8% |
| Participation rate | 62.3% | 43.4%+18.9pp | 55.1%+7.2pp | 69.3%-7.0pp |
| Annual return | 5.68% | 15.16%-9.5pp | -21.93%+27.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $55 | $679-92.0% | $1,206-95.5% | $2,281-97.6% |
| Participant deferral / active EE | $1,092 | $1,185-7.9% | $1,897-42.4% | $3,203-65.9% |
| Admin fee / account holder | $383 | $2,608-85.3% | $2,697-85.8% | $4,296-91.1% |