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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 | $53,580 | $42,383+26.4% | $76,518-30.0% | $64,173-16.5% |
| Participation rate | 31.0% | 58.1%-27.2pp | 68.0%-37.0pp | 69.6%-38.6pp |
| Annual return | -8.21% | -16.54%+8.3pp | -0.27%-7.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,288 | $2,566-49.8% | $3,836-66.4% | $3,470-62.9% |
| Admin fee / account holder | $380 | $3,198-88.1% | $4,849-92.2% | $4,887-92.2% |