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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 | $54,161 | $73,863-26.7% | $143,797-62.3% | $68,490-20.9% |
| Participation rate | 32.8% | 66.7%-33.9pp | 80.3%-47.6pp | 67.9%-35.1pp |
| Annual return | -16.11% | 0.91%-17.0pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,956 | $3,385-12.7% | $5,638-47.6% | $4,028-26.6% |
| Admin fee / account holder | $2,829 | $5,756-50.8% | $14,679-80.7% | $5,403-47.6% |