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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 | $25,705 | $58,587-56.1% | $83,322-69.1% | $64,173-59.9% |
| Participation rate | 25.8% | 72.0%-46.2pp | 77.8%-52.0pp | 69.6%-43.8pp |
| Annual return | -0.62% | 9.65%-10.3pp | 10.64%-11.3pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,255 | $4,654-51.6% | $5,565-59.5% | $3,470-35.0% |
| Admin fee / account holder | $1,961 | $9,279-78.9% | $7,540-74.0% | $4,887-59.9% |