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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 | $44,620 | $53,162-16.1% | $91,227-51.1% | $68,490-34.9% |
| Participation rate | 34.3% | 63.2%-28.9pp | 73.2%-38.9pp | 67.9%-33.6pp |
| Annual return | -13.68% | -3.14%-10.5pp | 114.14%-127.8pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,219 | $2,974-59.0% | $4,234-71.2% | $4,028-69.7% |
| Admin fee / account holder | $491 | $4,493-89.1% | $5,423-91.0% | $5,403-90.9% |