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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 | $23,898 | $64,729-63.1% | $112,263-78.7% | $68,490-65.1% |
| Participation rate | 45.5% | 67.2%-21.7pp | 75.1%-29.6pp | 67.9%-22.4pp |
| Annual return | -14.94% | -11.40%-3.5pp | 27.49%-42.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,338 | $3,566-34.4% | $4,729-50.6% | $4,028-42.0% |
| Admin fee / account holder | $2,358 | $5,222-54.8% | $6,410-63.2% | $5,403-56.4% |