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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 | $48,568 | $64,729-25.0% | $112,263-56.7% | $68,490-29.1% |
| Participation rate | 47.3% | 67.2%-19.9pp | 75.1%-27.8pp | 67.9%-20.6pp |
| Annual return | -9.38% | -11.40%+2.0pp | 27.49%-36.9pp | -7.85%-1.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,607 | $3,566-54.9% | $4,729-66.0% | $4,028-60.1% |
| Admin fee / account holder | $24,538 | $5,222+369.9% | $6,410+282.8% | $5,403+354.2% |