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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 | $43,445 | $50,947-14.7% | $74,549-41.7% | $64,173-32.3% |
| Participation rate | 58.6% | 61.1%-2.5pp | 69.1%-10.6pp | 69.6%-11.0pp |
| Annual return | -4.95% | -1.85%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,299 | $2,302+43.3% | $3,108+6.1% | $3,470-4.9% |
| Admin fee / account holder | $4,923 | $4,221+16.6% | $5,059-2.7% | $4,887+0.7% |