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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 | $51,282 | $59,813-14.3% | $79,580-35.6% | $68,486-25.1% |
| Participation rate | 43.4% | 61.1%-17.7pp | 69.5%-26.1pp | 67.9%-24.5pp |
| Annual return | -10.73% | -12.30%+1.6pp | 0.15%-10.9pp | -7.85%-2.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,938 | $3,024-35.9% | $3,985-51.4% | $4,028-51.9% |
| Admin fee / account holder | $33,158 | $4,835+585.8% | $6,835+385.1% | $5,404+513.6% |