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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 | $31,192 | $47,944-34.9% | $67,834-54.0% | $62,881-50.4% |
| Participation rate | 40.7% | 61.1%-20.4pp | 68.8%-28.1pp | 69.3%-28.6pp |
| Annual return | 7.15% | 11.77%-4.6pp | 138.47%-131.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,465 | $2,247+9.7% | $3,160-22.0% | $3,203-23.0% |
| Admin fee / account holder | $1,443 | $3,712-61.1% | $4,622-68.8% | $4,296-66.4% |