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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 | $34,431 | $50,947-32.4% | $74,549-53.8% | $64,173-46.3% |
| Participation rate | 55.4% | 61.1%-5.7pp | 69.1%-13.8pp | 69.6%-14.2pp |
| Annual return | -7.63% | -1.85%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,544 | $2,302+54.0% | $3,108+14.0% | $3,470+2.1% |
| Admin fee / account holder | $976 | $4,221-76.9% | $5,059-80.7% | $4,887-80.0% |