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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 | $54,906 | $77,816-29.4% | $123,552-55.6% | $64,173-14.4% |
| Participation rate | 44.1% | 74.7%-30.6pp | 82.3%-38.2pp | 69.6%-25.5pp |
| Annual return | -5.03% | 12.49%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,215 | $5,240+18.6% | $6,426-3.3% | $3,470+79.1% |
| Admin fee / account holder | $791 | $5,519-85.7% | $9,285-91.5% | $4,887-83.8% |