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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 | $23,647 | $59,813-60.5% | $79,580-70.3% | $68,486-65.5% |
| Participation rate | 25.5% | 61.1%-35.6pp | 69.5%-44.0pp | 67.9%-42.4pp |
| Annual return | -12.77% | -12.30%-0.5pp | 0.15%-12.9pp | -7.85%-4.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,066 | $3,024-31.7% | $3,985-48.2% | $4,028-48.7% |
| Admin fee / account holder | $6,723 | $4,835+39.1% | $6,835-1.6% | $5,404+24.4% |