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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 | $41,827 | $50,947-17.9% | $74,551-43.9% | $64,173-34.8% |
| Participation rate | 29.4% | 61.1%-31.6pp | 69.1%-39.7pp | 69.6%-40.2pp |
| Annual return | -4.91% | -1.85%-3.1pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,023 | $2,302-55.5% | $3,108-67.1% | $3,470-70.5% |
| Admin fee / account holder | $12,323 | $4,221+191.9% | $5,059+143.6% | $4,887+152.1% |