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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 | $51,715 | $53,546-3.4% | $69,890-26.0% | $68,490-24.5% |
| Participation rate | 57.1% | 64.5%-7.4pp | 70.5%-13.3pp | 67.9%-10.8pp |
| Annual return | -10.87% | -13.87%+3.0pp | 190.84%-201.7pp | -7.85%-3.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,454 | $2,957-50.8% | $3,848-62.2% | $4,028-63.9% |
| Admin fee / account holder | $931 | $4,693-80.2% | $6,267-85.1% | $5,403-82.8% |