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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 | $39,039 | $62,586-37.6% | $76,766-49.1% | $64,181-39.2% |
| Participation rate | 37.1% | 72.8%-35.7pp | 77.0%-39.8pp | 69.6%-32.4pp |
| Annual return | -6.77% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,471 | $3,145-53.2% | $3,851-61.8% | $3,470-57.6% |
| Admin fee / account holder | $4,055 | $4,667-13.1% | $6,675-39.2% | $4,887-17.0% |