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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 | $23,077 | $53,596-56.9% | $90,657-74.5% | $64,173-64.0% |
| Participation rate | 16.8% | 64.5%-47.7pp | 74.0%-57.2pp | 69.6%-52.7pp |
| Annual return | -2.40% | 4.41%-6.8pp | 1.89%-4.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $940 | $2,459-61.8% | $3,424-72.5% | $3,470-72.9% |
| Admin fee / account holder | $1,963 | $3,868-49.3% | $4,994-60.7% | $4,887-59.8% |