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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 | $43,394 | $64,716-32.9% | $112,258-61.3% | $68,495-36.6% |
| Participation rate | 46.4% | 67.2%-20.7pp | 75.1%-28.6pp | 67.9%-21.5pp |
| Annual return | 0.65% | -11.40%+12.0pp | 27.47%-26.8pp | -7.84%+8.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,854 | $3,565-48.0% | $4,728-60.8% | $4,028-54.0% |
| Admin fee / account holder | $768 | $5,232-85.3% | $6,411-88.0% | $5,403-85.8% |