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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 | $27,885 | $56,484-50.6% | $169,452-83.5% | $64,181-56.6% |
| Participation rate | 35.3% | 64.5%-29.3pp | 77.8%-42.5pp | 69.6%-34.3pp |
| Annual return | -7.12% | -1.55%-5.6pp | 1.83%-9.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,678 | $3,448-51.3% | $5,277-68.2% | $3,470-51.6% |
| Admin fee / account holder | $2,065 | $4,174-50.5% | $9,110-77.3% | $4,887-57.7% |