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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 | $52,601 | $69,012-23.8% | $160,009-67.1% | $68,486-23.2% |
| Participation rate | 62.2% | 65.4%-3.2pp | 78.0%-15.8pp | 67.9%-5.7pp |
| Annual return | -18.06% | -9.65%-8.4pp | 408.85%-426.9pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,854 | $4,212+39.0% | $6,183-5.3% | $4,028+45.4% |
| Admin fee / account holder | $3,494 | $4,798-27.2% | $8,715-59.9% | $5,404-35.3% |