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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 | $25,074 | $48,235-48.0% | $68,803-63.6% | $68,490-63.4% |
| Participation rate | 32.4% | 60.7%-28.2pp | 69.0%-36.6pp | 67.9%-35.5pp |
| Annual return | -17.22% | -12.70%-4.5pp | -6.37%-10.8pp | -7.85%-9.4pp |
| Employer contribution / active EE | $224 | $1,829-87.7% | $2,656-91.5% | $2,597-91.4% |
| Participant deferral / active EE | $1,281 | $2,867-55.3% | $3,942-67.5% | $4,028-68.2% |
| Admin fee / account holder | $973 | $4,361-77.7% | $4,936-80.3% | $5,403-82.0% |