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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 | $51,976 | $71,873-27.7% | $86,698-40.0% | $68,490-24.1% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.5pp |
| Annual return | -16.52% | 3.54%-20.1pp | 35.96%-52.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,028 | $3,779-46.3% | $4,656-56.4% | $4,028-49.6% |
| Admin fee / account holder | $6,254 | $6,110+2.3% | $7,492-16.5% | $5,403+15.7% |