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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 | $35,988 | $64,719-44.4% | $112,249-67.9% | $68,486-47.5% |
| Participation rate | 42.0% | 67.2%-25.2pp | 75.1%-33.1pp | 67.9%-25.9pp |
| Annual return | -11.28% | -11.40%+0.1pp | 27.48%-38.8pp | -7.85%-3.4pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,027 | $3,565-43.1% | $4,729-57.1% | $4,028-49.7% |
| Admin fee / account holder | $8,935 | $5,232+70.8% | $6,412+39.3% | $5,404+65.3% |