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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 | $23,648 | $64,719-63.5% | $112,249-78.9% | $68,486-65.5% |
| Participation rate | 62.6% | 67.2%-4.5pp | 75.1%-12.4pp | 67.9%-5.3pp |
| Annual return | -16.01% | -11.40%-4.6pp | 27.48%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $274 | $2,747-90.0% | $3,636-92.5% | $2,597-89.4% |
| Participant deferral / active EE | $2,471 | $3,565-30.7% | $4,729-47.7% | $4,028-38.6% |
| Admin fee / account holder | $4,510 | $5,232-13.8% | $6,412-29.7% | $5,404-16.5% |