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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 | $40,651 | $62,589-35.1% | $76,768-47.0% | $64,173-36.7% |
| Participation rate | 60.6% | 72.8%-12.2pp | 77.0%-16.4pp | 69.6%-9.0pp |
| Annual return | -4.94% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,525 | $3,145-51.5% | $3,852-60.4% | $3,470-56.1% |
| Admin fee / account holder | $6,443 | $4,667+38.1% | $6,675-3.5% | $4,887+31.8% |