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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 | $40,470 | $62,589-35.3% | $76,768-47.3% | $64,173-36.9% |
| Participation rate | 30.3% | 72.8%-42.5pp | 77.0%-46.6pp | 69.6%-39.2pp |
| Annual return | -2.36% | -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 | $1,502 | $3,145-52.2% | $3,852-61.0% | $3,470-56.7% |
| Admin fee / account holder | $6,176 | $4,667+32.3% | $6,675-7.5% | $4,887+26.4% |