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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 | $53,209 | $64,729-17.8% | $112,263-52.6% | $68,490-22.3% |
| Participation rate | 44.7% | 67.2%-22.5pp | 75.1%-30.4pp | 67.9%-23.2pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.49%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,960 | $3,566+39.1% | $4,729+4.9% | $4,028+23.2% |
| Admin fee / account holder | $559 | $5,222-89.3% | $6,410-91.3% | $5,403-89.7% |