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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 | $48,871 | $73,102-33.1% | $123,552-60.4% | $56,287-13.2% |
| Participation rate | 24.5% | 74.3%-49.8pp | 82.3%-57.7pp | 69.9%-45.3pp |
| Annual return | -6.71% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,523 | $5,423-53.5% | $6,426-60.7% | $3,350-24.7% |
| Admin fee / account holder | $4,873 | $554+780.0% | $9,285-47.5% | $521+835.4% |