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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 | $45,720 | $53,546-14.6% | $69,884-34.6% | $68,486-33.2% |
| Participation rate | 48.3% | 64.5%-16.3pp | 70.5%-22.2pp | 67.9%-19.6pp |
| Annual return | -10.52% | -13.87%+3.3pp | 190.81%-201.3pp | -7.85%-2.7pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,754 | $2,957-40.7% | $3,848-54.4% | $4,028-56.5% |
| Admin fee / account holder | $7,538 | $4,693+60.6% | $6,266+20.3% | $5,404+39.5% |