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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 | $31,487 | $71,873-56.2% | $86,698-63.7% | $68,490-54.0% |
| Participation rate | 67.3% | 72.2%-5.0pp | 76.6%-9.3pp | 67.9%-0.6pp |
| Annual return | -14.46% | 3.54%-18.0pp | 35.96%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,797 | $3,779-52.4% | $4,656-61.4% | $4,028-55.4% |
| Admin fee / account holder | $4,262 | $6,110-30.3% | $7,492-43.1% | $5,403-21.1% |