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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 | $36,962 | $59,813-38.2% | $79,580-53.6% | $68,486-46.0% |
| Participation rate | 34.8% | 61.1%-26.2pp | 69.5%-34.6pp | 67.9%-33.0pp |
| Annual return | -15.97% | -12.30%-3.7pp | 0.15%-16.1pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,313 | $3,024-56.6% | $3,985-67.1% | $4,028-67.4% |
| Admin fee / account holder | $1,929 | $4,835-60.1% | $6,835-71.8% | $5,404-64.3% |