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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 | $24,854 | $59,834-58.5% | $79,576-68.8% | $68,495-63.7% |
| Participation rate | 30.1% | 61.1%-31.0pp | 69.5%-39.4pp | 67.9%-37.8pp |
| Annual return | 1.36% | -12.30%+13.7pp | 0.15%+1.2pp | -7.84%+9.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,578 | $3,024-14.8% | $3,985-35.3% | $4,028-36.0% |
| Admin fee / account holder | $7,213 | $4,835+49.2% | $6,834+5.5% | $5,403+33.5% |