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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 | $25,005 | $62,589-60.0% | $76,768-67.4% | $64,173-61.0% |
| Participation rate | 42.3% | 72.8%-30.5pp | 77.0%-34.7pp | 69.6%-27.3pp |
| Annual return | -5.50% | -1.95%-3.6pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,794 | $3,145-42.9% | $3,852-53.4% | $3,470-48.3% |
| Admin fee / account holder | $1,685 | $4,667-63.9% | $6,675-74.8% | $4,887-65.5% |