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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 | $46,041 | $62,583-26.4% | $76,767-40.0% | $64,173-28.3% |
| Participation rate | 59.3% | 72.8%-13.6pp | 77.0%-17.7pp | 69.6%-10.3pp |
| Annual return | -5.85% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,797 | $3,145+20.7% | $3,852-1.4% | $3,470+9.4% |
| Admin fee / account holder | $1,764 | $4,667-62.2% | $6,675-73.6% | $4,887-63.9% |