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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 | $53,412 | $58,577-8.8% | $83,323-35.9% | $64,181-16.8% |
| Participation rate | 23.3% | 72.0%-48.7pp | 77.8%-54.4pp | 69.6%-46.2pp |
| Annual return | -3.88% | 9.65%-13.5pp | 10.63%-14.5pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,554 | $4,654-45.1% | $5,565-54.1% | $3,470-26.4% |
| Admin fee / account holder | $16,493 | $9,275+77.8% | $7,539+118.7% | $4,887+237.5% |