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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 | $43,371 | $71,878-39.7% | $86,698-50.0% | $68,486-36.7% |
| Participation rate | 45.3% | 72.2%-26.9pp | 76.6%-31.2pp | 67.9%-22.5pp |
| Annual return | -17.81% | 3.53%-21.3pp | 35.95%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,885 | $3,779-50.1% | $4,656-59.5% | $4,028-53.2% |
| Admin fee / account holder | $422 | $6,113-93.1% | $7,493-94.4% | $5,404-92.2% |