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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 | $28,467 | $59,834-52.4% | $79,576-64.2% | $68,495-58.4% |
| Participation rate | 45.5% | 61.1%-15.6pp | 69.5%-24.0pp | 67.9%-22.4pp |
| Annual return | -18.39% | -12.30%-6.1pp | 0.15%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,019 | $3,024+32.9% | $3,985+0.9% | $4,028-0.2% |
| Admin fee / account holder | $311 | $4,835-93.6% | $6,834-95.5% | $5,403-94.2% |