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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 | $18,016 | $43,344-58.4% | $59,899-69.9% | $64,173-71.9% |
| Participation rate | 34.0% | 69.2%-35.1pp | 74.7%-40.7pp | 69.6%-35.5pp |
| Annual return | -6.90% | -1.55%-5.3pp | 3.46%-10.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,824 | $2,547-28.4% | $3,402-46.4% | $3,470-47.4% |
| Admin fee / account holder | $4,826 | $3,008+60.4% | $3,592+34.3% | $4,887-1.3% |