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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 | $46,911 | $69,977-33.0% | $108,582-56.8% | $62,881-25.4% |
| Participation rate | 63.3% | 72.9%-9.6pp | 79.6%-16.2pp | 69.3%-6.0pp |
| Annual return | 6.98% | 10.73%-3.8pp | -51.70%+58.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,998 | $3,165-5.3% | $4,311-30.5% | $3,203-6.4% |
| Admin fee / account holder | $12,825 | $5,076+152.6% | $7,645+67.8% | $4,296+198.6% |