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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 | $25,939 | $59,834-56.6% | $79,576-67.4% | $68,495-62.1% |
| Participation rate | 29.6% | 61.1%-31.4pp | 69.5%-39.9pp | 67.9%-38.3pp |
| Annual return | -16.42% | -12.30%-4.1pp | 0.15%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,506 | $3,024+15.9% | $3,985-12.0% | $4,028-12.9% |
| Admin fee / account holder | $7,911 | $4,835+63.6% | $6,834+15.8% | $5,403+46.4% |