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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 | $17,042 | $43,483-60.8% | $54,726-68.9% | $64,173-73.4% |
| Participation rate | 45.2% | 72.2%-27.0pp | 79.1%-34.0pp | 69.6%-24.4pp |
| Annual return | 13.30% | -1.03%+14.3pp | -4.56%+17.9pp | 7.63%+5.7pp |
| Employer contribution / active EE | $0 | $2,632-100.0% | $3,449-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,044 | $3,102-34.1% | $3,953-48.3% | $3,470-41.1% |
| Admin fee / account holder | $1,865 | $4,250-56.1% | $3,818-51.1% | $4,887-61.8% |