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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 | $35,595 | $59,834-40.5% | $79,576-55.3% | $68,495-48.0% |
| Participation rate | 31.9% | 61.1%-29.1pp | 69.5%-37.6pp | 67.9%-36.0pp |
| Annual return | -19.25% | -12.30%-7.0pp | 0.15%-19.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,808 | $3,024-40.2% | $3,985-54.6% | $4,028-55.1% |
| Admin fee / account holder | $1,222 | $4,835-74.7% | $6,834-82.1% | $5,403-77.4% |