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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 | $27,760 | $70,418-60.6% | $96,570-71.3% | $85,847-67.7% |
| Participation rate | 49.0% | 61.8%-12.8pp | 69.8%-20.8pp | 69.3%-20.3pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $194 | $1,413-86.3% | $2,357-91.8% | $2,565-92.4% |
| Participant deferral / active EE | $2,098 | $2,894-27.5% | $3,849-45.5% | $3,952-46.9% |
| Admin fee / account holder | $2,773 | $4,995-44.5% | $6,182-55.2% | $6,261-55.7% |