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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 | $54,780 | $46,697+17.3% | $117,529-53.4% | $68,490-20.0% |
| Participation rate | 33.3% | 56.8%-23.4pp | 70.6%-37.3pp | 67.9%-34.6pp |
| Annual return | -15.79% | -14.52%-1.3pp | 29.77%-45.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,697 | $2,637-35.6% | $4,072-58.3% | $4,028-57.9% |
| Admin fee / account holder | $2,176 | $4,023-45.9% | $5,645-61.5% | $5,403-59.7% |