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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 | $47,827 | $64,719-26.1% | $112,249-57.4% | $68,486-30.2% |
| Participation rate | 49.1% | 67.2%-18.1pp | 75.1%-26.0pp | 67.9%-18.8pp |
| Annual return | -15.00% | -11.40%-3.6pp | 27.48%-42.5pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,636 | $3,565+2.0% | $4,729-23.1% | $4,028-9.7% |
| Admin fee / account holder | $13,081 | $5,232+150.0% | $6,412+104.0% | $5,404+142.1% |