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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 | $39,561 | $59,813-33.9% | $79,580-50.3% | $68,486-42.2% |
| Participation rate | 34.7% | 61.1%-26.3pp | 69.5%-34.8pp | 67.9%-33.2pp |
| Annual return | -14.53% | -12.30%-2.2pp | 0.15%-14.7pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,399 | $3,024-53.7% | $3,985-64.9% | $4,028-65.3% |
| Admin fee / account holder | $841 | $4,835-82.6% | $6,835-87.7% | $5,404-84.4% |