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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 | $32,232 | $69,977-53.9% | $108,582-70.3% | $62,881-48.7% |
| Participation rate | 34.1% | 72.9%-38.7pp | 79.6%-45.4pp | 69.3%-35.2pp |
| Annual return | 8.71% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,477 | $3,165-21.7% | $4,311-42.5% | $3,203-22.7% |
| Admin fee / account holder | $1,073 | $5,076-78.9% | $7,645-86.0% | $4,296-75.0% |