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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 | $42,846 | $50,947-15.9% | $74,551-42.5% | $64,173-33.2% |
| Participation rate | 59.1% | 61.1%-2.0pp | 69.1%-10.1pp | 69.6%-10.5pp |
| Annual return | -6.29% | -1.85%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,428 | $2,302+5.5% | $3,108-21.9% | $3,470-30.0% |
| Admin fee / account holder | $1,598 | $4,221-62.2% | $5,059-68.4% | $4,887-67.3% |