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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 | $28,532 | $62,589-54.4% | $76,768-62.8% | $64,173-55.5% |
| Participation rate | 41.9% | 72.8%-30.9pp | 77.0%-35.0pp | 69.6%-27.6pp |
| Annual return | -7.44% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,559 | $3,145+45.0% | $3,852+18.4% | $3,470+31.4% |
| Admin fee / account holder | $5,977 | $4,667+28.1% | $6,675-10.5% | $4,887+22.3% |