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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 | $39,568 | $42,548-7.0% | $74,549-46.9% | $56,287-29.7% |
| Participation rate | 42.0% | 60.5%-18.5pp | 69.1%-27.1pp | 69.9%-27.8pp |
| Annual return | -5.60% | 12.40%-18.0pp | 32.53%-38.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,369 | $2,277-39.9% | $3,108-56.0% | $3,350-59.1% |
| Admin fee / account holder | $2,609 | $467+458.6% | $5,059-48.4% | $521+400.9% |