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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 | $11,430 | $73,863-84.5% | $143,797-92.1% | $68,490-83.3% |
| Participation rate | 54.3% | 66.7%-12.4pp | 80.3%-26.1pp | 67.9%-13.6pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,942 | $3,385-42.6% | $5,638-65.6% | $4,028-51.8% |
| Admin fee / account holder | $4,047 | $5,756-29.7% | $14,679-72.4% | $5,403-25.1% |