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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 | $42,971 | $59,813-28.2% | $79,580-46.0% | $68,486-37.3% |
| Participation rate | 31.8% | 61.1%-29.2pp | 69.5%-37.7pp | 67.9%-36.1pp |
| Annual return | -17.07% | -12.30%-4.8pp | 0.15%-17.2pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,199 | $3,024-27.3% | $3,985-44.8% | $4,028-45.4% |
| Admin fee / account holder | $555 | $4,835-88.5% | $6,835-91.9% | $5,404-89.7% |