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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 | $56,644 | $62,589-9.5% | $76,768-26.2% | $64,173-11.7% |
| Participation rate | 51.6% | 72.8%-21.2pp | 77.0%-25.4pp | 69.6%-18.0pp |
| Annual return | -2.95% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,590 | $3,145-49.4% | $3,852-58.7% | $3,470-54.2% |
| Admin fee / account holder | $10,208 | $4,667+118.7% | $6,675+52.9% | $4,887+108.9% |