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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 | $43,355 | $91,537-52.6% | $130,045-66.7% | $75,173-42.3% |
| Participation rate | 52.7% | 71.5%-18.7pp | 78.5%-25.8pp | 67.2%-14.5pp |
| Annual return | 15.30% | -631.55%+646.8pp | -137.30%+152.6pp | 160.72%-145.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,309 | $4,343-0.8% | $5,820-26.0% | $4,126+4.4% |
| Admin fee / account holder | $9,269 | $6,780+36.7% | $10,600-12.6% | $5,651+64.0% |