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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 | $30,304 | $54,162-44.0% | $68,612-55.8% | $64,173-52.8% |
| Participation rate | 60.4% | 68.1%-7.6pp | 72.2%-11.8pp | 69.6%-9.2pp |
| Annual return | -3.18% | -1.62%-1.6pp | -4.63%+1.5pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,180 | $2,626-55.1% | $3,311-64.4% | $3,470-66.0% |
| Admin fee / account holder | $397 | $4,029-90.1% | $5,131-92.3% | $4,887-91.9% |