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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 | $31,382 | $43,344-27.6% | $59,899-47.6% | $64,173-51.1% |
| Participation rate | 46.6% | 69.2%-22.6pp | 74.7%-28.1pp | 69.6%-23.0pp |
| Annual return | -4.99% | -1.55%-3.4pp | 3.46%-8.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $186 | $2,030-90.8% | $2,723-93.2% | $2,381-92.2% |
| Participant deferral / active EE | $1,654 | $2,547-35.1% | $3,402-51.4% | $3,470-52.3% |
| Admin fee / account holder | $1,211 | $3,008-59.7% | $3,592-66.3% | $4,887-75.2% |