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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 | $36,096 | $63,442-43.1% | $68,794-47.5% | $66,930-46.1% |
| Participation rate | 20.6% | 60.0%-39.4pp | 69.0%-48.4pp | 69.8%-49.2pp |
| Annual return | 0.09% | -8.29%+8.4pp | -6.37%+6.5pp | 1.57%-1.5pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,839 | $2,945-37.5% | $3,941-53.3% | $4,238-56.6% |
| Admin fee / account holder | $4,412 | $577+664.2% | $4,934-10.6% | $593+643.4% |