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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 | $45,814 | $42,383+8.1% | $76,518-40.1% | $64,173-28.6% |
| Participation rate | 28.2% | 58.1%-29.9pp | 68.0%-39.8pp | 69.6%-41.4pp |
| Annual return | -7.35% | -16.54%+9.2pp | -0.27%-7.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,739 | $2,566-32.3% | $3,836-54.7% | $3,470-49.9% |
| Admin fee / account holder | $877 | $3,198-72.6% | $4,849-81.9% | $4,887-82.1% |