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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 | $46,252 | $57,352-19.4% | $83,831-44.8% | $64,173-27.9% |
| Participation rate | 52.4% | 68.6%-16.2pp | 76.1%-23.8pp | 69.6%-17.2pp |
| Annual return | -4.64% | 11.38%-16.0pp | 850.99%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,418 | $2,993+81.0% | $4,082+32.7% | $3,470+56.2% |
| Admin fee / account holder | $17,819 | $4,046+340.4% | $5,479+225.2% | $4,887+264.6% |