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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 | $33,370 | $73,848-54.8% | $143,799-76.8% | $68,486-51.3% |
| Participation rate | 28.9% | 66.7%-37.7pp | 80.3%-51.4pp | 67.9%-38.9pp |
| Annual return | -5.68% | 0.91%-6.6pp | -0.04%-5.6pp | -7.85%+2.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,685 | $3,385-50.2% | $5,638-70.1% | $4,028-58.2% |
| Admin fee / account holder | $7,999 | $5,755+39.0% | $14,677-45.5% | $5,404+48.0% |