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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 | $55,618 | $81,870-32.1% | $119,622-53.5% | $68,486-18.8% |
| Participation rate | 34.8% | 71.9%-37.1pp | 79.3%-44.5pp | 67.9%-33.1pp |
| Annual return | -11.92% | -23.82%+11.9pp | -14.98%+3.1pp | -7.85%-4.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,030 | $4,148-27.0% | $5,601-45.9% | $4,028-24.8% |
| Admin fee / account holder | $548 | $6,583-91.7% | $10,328-94.7% | $5,404-89.9% |