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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 | $52,509 | $77,817-32.5% | $123,553-57.5% | $64,173-18.2% |
| Participation rate | 53.3% | 74.7%-21.4pp | 82.3%-29.0pp | 69.6%-16.2pp |
| Annual return | -2.86% | 12.49%-15.3pp | 119.21%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,633 | $5,240-49.8% | $6,426-59.0% | $3,470-24.1% |
| Admin fee / account holder | $1,645 | $5,519-70.2% | $9,284-82.3% | $4,887-66.3% |