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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 | $48,387 | $50,947-5.0% | $74,551-35.1% | $64,173-24.6% |
| Participation rate | 45.6% | 61.1%-15.4pp | 69.1%-23.5pp | 69.6%-24.0pp |
| Annual return | -5.14% | -1.85%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,617 | $2,302-29.8% | $3,108-48.0% | $3,470-53.4% |
| Admin fee / account holder | $7,824 | $4,221+85.4% | $5,059+54.6% | $4,887+60.1% |