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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 | $41,052 | $59,834-31.4% | $79,576-48.4% | $68,495-40.1% |
| Participation rate | 44.4% | 61.1%-16.6pp | 69.5%-25.0pp | 67.9%-23.4pp |
| Annual return | -16.82% | -12.30%-4.5pp | 0.15%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,435 | $3,024+13.6% | $3,985-13.8% | $4,028-14.7% |
| Admin fee / account holder | $2,108 | $4,835-56.4% | $6,834-69.2% | $5,403-61.0% |