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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 | $47,494 | $42,909+10.7% | $60,906-22.0% | $68,486-30.7% |
| Participation rate | 25.5% | 66.8%-41.3pp | 73.1%-47.6pp | 67.9%-42.4pp |
| Annual return | -9.10% | -13.99%+4.9pp | 16.94%-26.0pp | -7.85%-1.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,198 | $2,866-58.2% | $3,814-68.6% | $4,028-70.3% |
| Admin fee / account holder | $3,609 | $3,104+16.3% | $3,227+11.8% | $5,404-33.2% |