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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 | $44,064 | $64,719-31.9% | $112,249-60.7% | $68,486-35.7% |
| Participation rate | 48.8% | 67.2%-18.3pp | 75.1%-26.2pp | 67.9%-19.1pp |
| Annual return | -15.54% | -11.40%-4.1pp | 27.48%-43.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,770 | $3,565-50.3% | $4,729-62.6% | $4,028-56.0% |
| Admin fee / account holder | $4,107 | $5,232-21.5% | $6,412-35.9% | $5,404-24.0% |