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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 | $23,478 | $72,388-67.6% | $111,392-78.9% | $64,173-63.4% |
| Participation rate | 45.0% | 70.5%-25.5pp | 78.9%-33.9pp | 69.6%-24.6pp |
| Annual return | -5.23% | -1.50%-3.7pp | -2.06%-3.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $259 | $3,000-91.4% | $4,328-94.0% | $2,381-89.1% |
| Participant deferral / active EE | $2,104 | $4,241-50.4% | $5,567-62.2% | $3,470-39.4% |
| Admin fee / account holder | $5,875 | $5,719+2.7% | $12,266-52.1% | $4,887+20.2% |