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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 | $27,431 | $77,817-64.7% | $123,553-77.8% | $64,173-57.3% |
| Participation rate | 47.5% | 74.7%-27.3pp | 82.3%-34.8pp | 69.6%-22.1pp |
| Annual return | -8.04% | 12.49%-20.5pp | 119.21%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,506 | $5,240-52.2% | $6,426-61.0% | $3,470-27.8% |
| Admin fee / account holder | $513 | $5,519-90.7% | $9,284-94.5% | $4,887-89.5% |