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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 | $32,640 | $62,586-47.8% | $76,766-57.5% | $64,181-49.1% |
| Participation rate | 48.6% | 72.8%-24.2pp | 77.0%-28.4pp | 69.6%-21.0pp |
| Annual return | -2.38% | -1.95%-0.4pp | 2.43%-4.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,832 | $3,145-41.7% | $3,851-52.4% | $3,470-47.2% |
| Admin fee / account holder | $1,607 | $4,667-65.6% | $6,675-75.9% | $4,887-67.1% |