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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 | $42,676 | $81,870-47.9% | $119,622-64.3% | $68,486-37.7% |
| Participation rate | 55.2% | 71.9%-16.7pp | 79.3%-24.1pp | 67.9%-12.7pp |
| Annual return | -18.21% | -23.82%+5.6pp | -14.98%-3.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,622 | $4,148-36.8% | $5,601-53.2% | $4,028-34.9% |
| Admin fee / account holder | $19,280 | $6,583+192.9% | $10,328+86.7% | $5,404+256.8% |