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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 | $49,047 | $72,404-32.3% | $110,243-55.5% | $64,173-23.6% |
| Participation rate | 50.5% | 73.3%-22.8pp | 79.8%-29.3pp | 69.6%-19.0pp |
| Annual return | -7.52% | -6.29%-1.2pp | 314.76%-322.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,704 | $3,469+6.8% | $4,672-20.7% | $3,470+6.7% |
| Admin fee / account holder | $3,950 | $5,664-30.3% | $8,548-53.8% | $4,887-19.2% |