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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 | $30,430 | $59,834-49.1% | $79,576-61.8% | $68,495-55.6% |
| Participation rate | 22.3% | 61.1%-38.7pp | 69.5%-47.1pp | 67.9%-45.6pp |
| Annual return | -4.36% | -12.30%+7.9pp | 0.15%-4.5pp | -7.84%+3.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,393 | $3,024-53.9% | $3,985-65.0% | $4,028-65.4% |
| Admin fee / account holder | $535 | $4,835-88.9% | $6,834-92.2% | $5,403-90.1% |