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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 | $53,636 | $65,125-17.6% | $143,797-62.7% | $66,949-19.9% |
| Participation rate | 31.5% | 65.2%-33.7pp | 80.3%-48.8pp | 69.8%-38.3pp |
| Annual return | -9.95% | -11.13%+1.2pp | -0.04%-9.9pp | 1.57%-11.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,579 | $2,920-45.9% | $5,638-72.0% | $4,239-62.8% |
| Admin fee / account holder | $3,676 | $503+631.3% | $14,679-75.0% | $594+519.3% |