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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 | $36,105 | $49,280-26.7% | $67,313-46.4% | $64,173-43.7% |
| Participation rate | 39.4% | 60.8%-21.4pp | 69.1%-29.7pp | 69.6%-30.2pp |
| Annual return | -5.21% | -1.39%-3.8pp | -4.08%-1.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,380 | $2,484-44.4% | $3,568-61.3% | $3,470-60.2% |
| Admin fee / account holder | $3,214 | $3,863-16.8% | $4,507-28.7% | $4,887-34.2% |