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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 | $46,382 | $83,908-44.7% | $68,509-32.3% | $125,389-63.0% |
| Participation rate | 43.8% | 78.2%-34.4pp | 74.7%-31.0pp | 83.2%-39.4pp |
| Annual return | -1.80% | 14.48%-16.3pp | 8.27%-10.1pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,201 | $4,125-70.9% | $3,382-64.5% | $5,352-77.6% |
| Admin fee / account holder | $536 | $8,982-94.0% | $5,275-89.8% | $9,541-94.4% |