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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 | $30,615 | $71,873-57.4% | $86,698-64.7% | $68,490-55.3% |
| Participation rate | 54.5% | 72.2%-17.7pp | 76.6%-22.0pp | 67.9%-13.4pp |
| Annual return | -14.00% | 3.54%-17.5pp | 35.96%-50.0pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,442 | $3,779-35.4% | $4,656-47.6% | $4,028-39.4% |
| Admin fee / account holder | $21,871 | $6,110+257.9% | $7,492+191.9% | $5,403+304.8% |