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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 | $26,023 | $49,280-47.2% | $67,313-61.3% | $64,173-59.4% |
| Participation rate | 15.9% | 60.8%-44.9pp | 69.1%-53.2pp | 69.6%-53.7pp |
| Annual return | 0.79% | -1.39%+2.2pp | -4.08%+4.9pp | 7.63%-6.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,298 | $2,484-47.8% | $3,568-63.6% | $3,470-62.6% |
| Admin fee / account holder | $17,123 | $3,863+343.3% | $4,507+279.9% | $4,887+250.3% |