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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 | $35,223 | $73,863-52.3% | $143,797-75.5% | $68,490-48.6% |
| Participation rate | 23.5% | 66.7%-43.1pp | 80.3%-56.8pp | 67.9%-44.4pp |
| Annual return | -17.79% | 0.91%-18.7pp | -0.04%-17.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,825 | $3,385-46.1% | $5,638-67.6% | $4,028-54.7% |
| Admin fee / account holder | $7,924 | $5,756+37.7% | $14,679-46.0% | $5,403+46.7% |