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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 | $44,127 | $56,484-21.9% | $169,452-74.0% | $64,173-31.2% |
| Participation rate | 53.3% | 64.5%-11.2pp | 77.8%-24.4pp | 69.6%-16.2pp |
| Annual return | -6.36% | -1.55%-4.8pp | 1.83%-8.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,791 | $3,448-19.1% | $5,277-47.1% | $3,470-19.6% |
| Admin fee / account holder | $2,261 | $4,174-45.8% | $9,110-75.2% | $4,887-53.7% |