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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 | $46,097 | $61,660-25.2% | $80,022-42.4% | $64,173-28.2% |
| Participation rate | 52.6% | 71.7%-19.1pp | 75.8%-23.2pp | 69.6%-16.9pp |
| Annual return | -4.64% | -0.33%-4.3pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,751 | $2,968-41.0% | $3,686-52.5% | $3,470-49.5% |
| Admin fee / account holder | $1,762 | $5,417-67.5% | $6,521-73.0% | $4,887-64.0% |