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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 | $23,150 | $62,589-63.0% | $76,768-69.8% | $64,173-63.9% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -5.71% | -1.95%-3.8pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,940 | $3,145-38.3% | $3,852-49.6% | $3,470-44.1% |
| Admin fee / account holder | $1,822 | $4,667-61.0% | $6,675-72.7% | $4,887-62.7% |