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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 | $22,542 | $48,267-53.3% | $68,794-67.2% | $68,495-67.1% |
| Participation rate | 53.4% | 60.7%-7.2pp | 69.0%-15.6pp | 67.9%-14.4pp |
| Annual return | -16.30% | -12.70%-3.6pp | -6.37%-9.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,271 | $2,867-20.8% | $3,941-42.4% | $4,028-43.6% |
| Admin fee / account holder | $5,356 | $4,362+22.8% | $4,934+8.5% | $5,403-0.9% |