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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 | $48,748 | $62,583-22.1% | $76,767-36.5% | $64,173-24.0% |
| Participation rate | 56.6% | 72.8%-16.2pp | 77.0%-20.4pp | 69.6%-13.0pp |
| Annual return | -0.95% | -1.95%+1.0pp | 2.43%-3.4pp | 7.63%-8.6pp |
| Employer contribution / active EE | -$0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,475 | $3,145+10.5% | $3,852-9.8% | $3,470+0.1% |
| Admin fee / account holder | $22,661 | $4,667+385.6% | $6,675+239.5% | $4,887+363.7% |