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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 | $27,304 | $43,075-36.6% | $74,577-63.4% | $62,881-56.6% |
| Participation rate | 52.5% | 58.1%-5.6pp | 68.1%-15.6pp | 69.3%-16.8pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,054 | $2,389-14.0% | $3,458-40.6% | $3,203-35.9% |
| Admin fee / account holder | $3,585 | $2,840+26.3% | $4,138-13.4% | $4,296-16.5% |