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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 | $61,805 | $62,583-1.2% | $76,767-19.5% | $64,173-3.7% |
| Participation rate | 31.0% | 72.8%-41.9pp | 77.0%-46.0pp | 69.6%-38.6pp |
| Annual return | 0.73% | -1.95%+2.7pp | 2.43%-1.7pp | 7.63%-6.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,885 | $3,145-40.1% | $3,852-51.1% | $3,470-45.7% |
| Admin fee / account holder | $18,260 | $4,667+291.3% | $6,675+173.5% | $4,887+273.6% |