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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 | $46,573 | $59,813-22.1% | $79,580-41.5% | $68,486-32.0% |
| Participation rate | 42.6% | 61.1%-18.5pp | 69.5%-26.9pp | 67.9%-25.3pp |
| Annual return | -16.64% | -12.30%-4.3pp | 0.15%-16.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,376 | $3,024-21.4% | $3,985-40.4% | $4,028-41.0% |
| Admin fee / account holder | $2,686 | $4,835-44.4% | $6,835-60.7% | $5,404-50.3% |