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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 | $51,714 | $77,817-33.5% | $123,553-58.1% | $64,173-19.4% |
| Participation rate | 61.4% | 74.7%-13.3pp | 82.3%-20.8pp | 69.6%-8.1pp |
| Annual return | -2.40% | 12.49%-14.9pp | 119.21%-121.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,799 | $5,240-46.6% | $6,426-56.4% | $3,470-19.3% |
| Admin fee / account holder | $7,900 | $5,519+43.1% | $9,284-14.9% | $4,887+61.6% |