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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 | $27,652 | $43,730-36.8% | $121,208-77.2% | $64,181-56.9% |
| Participation rate | 52.9% | 58.3%-5.4pp | 71.8%-18.8pp | 69.6%-16.6pp |
| Annual return | -5.95% | 68.94%-74.9pp | 16.93%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,433 | $2,281-37.2% | $3,345-57.2% | $3,470-58.7% |
| Admin fee / account holder | $7,214 | $3,502+106.0% | $5,020+43.7% | $4,887+47.6% |