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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 | $45,056 | $72,404-37.8% | $110,243-59.1% | $64,173-29.8% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.6%-1.8pp |
| Annual return | -2.91% | -6.29%+3.4pp | 314.76%-317.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,815 | $3,469-18.9% | $4,672-39.7% | $3,470-18.9% |
| Admin fee / account holder | $1,754 | $5,664-69.0% | $8,548-79.5% | $4,887-64.1% |