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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 | $45,825 | $62,583-26.8% | $76,767-40.3% | $64,173-28.6% |
| Participation rate | 52.0% | 72.8%-20.8pp | 77.0%-25.0pp | 69.6%-17.6pp |
| Annual return | -2.87% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,201 | $3,145+65.4% | $3,852+35.0% | $3,470+49.9% |
| Admin fee / account holder | $11,846 | $4,667+153.8% | $6,675+77.5% | $4,887+142.4% |