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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 | $21,532 | $58,577-63.2% | $83,323-74.2% | $64,181-66.5% |
| Participation rate | 48.1% | 72.0%-23.9pp | 77.8%-29.6pp | 69.6%-21.4pp |
| Annual return | -6.77% | 9.65%-16.4pp | 10.63%-17.4pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,326 | $4,654-50.0% | $5,565-58.2% | $3,470-32.9% |
| Admin fee / account holder | $314 | $9,275-96.6% | $7,539-95.8% | $4,887-93.6% |