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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 | $37,187 | $81,870-54.6% | $119,634-68.9% | $68,490-45.7% |
| Participation rate | 44.8% | 71.9%-27.1pp | 79.3%-34.4pp | 67.9%-23.1pp |
| Annual return | -15.08% | -23.82%+8.7pp | -14.98%-0.1pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,873 | $4,148-54.9% | $5,601-66.6% | $4,028-53.5% |
| Admin fee / account holder | $4,171 | $6,583-36.6% | $10,329-59.6% | $5,403-22.8% |