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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 | $15,957 | $43,344-63.2% | $59,899-73.4% | $64,173-75.1% |
| Participation rate | 31.9% | 69.2%-37.3pp | 74.7%-42.8pp | 69.6%-37.7pp |
| Annual return | -6.29% | -1.55%-4.7pp | 3.46%-9.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,531 | $2,547-39.9% | $3,402-55.0% | $3,470-55.9% |
| Admin fee / account holder | $702 | $3,008-76.7% | $3,592-80.5% | $4,887-85.6% |