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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 | $56,732 | $77,817-27.1% | $123,553-54.1% | $64,173-11.6% |
| Participation rate | 46.3% | 74.7%-28.4pp | 82.3%-36.0pp | 69.6%-23.3pp |
| Annual return | -5.90% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,486 | $5,240-52.6% | $6,426-61.3% | $3,470-28.4% |
| Admin fee / account holder | $8,530 | $5,519+54.5% | $9,284-8.1% | $4,887+74.5% |