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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 | $34,516 | $50,947-32.3% | $74,549-53.7% | $64,173-46.2% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.1%-13.6pp | 69.6%-14.0pp |
| Annual return | -3.84% | -1.85%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,788 | $2,302+21.1% | $3,108-10.3% | $3,470-19.7% |
| Admin fee / account holder | $15,569 | $4,221+268.9% | $5,059+207.8% | $4,887+218.6% |