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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 | $48,683 | $62,589-22.2% | $76,768-36.6% | $64,173-24.1% |
| Participation rate | 40.0% | 72.8%-32.8pp | 77.0%-37.0pp | 69.6%-29.6pp |
| Annual return | -4.29% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,771 | $3,145-11.9% | $3,852-28.1% | $3,470-20.1% |
| Admin fee / account holder | $422 | $4,667-91.0% | $6,675-93.7% | $4,887-91.4% |