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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 | $42,194 | $64,719-34.8% | $112,249-62.4% | $68,486-38.4% |
| Participation rate | 53.9% | 67.2%-13.2pp | 75.1%-21.1pp | 67.9%-13.9pp |
| Annual return | -16.62% | -11.40%-5.2pp | 27.48%-44.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,661 | $3,565+30.7% | $4,729-1.4% | $4,028+15.7% |
| Admin fee / account holder | $14,915 | $5,232+185.1% | $6,412+132.6% | $5,404+176.0% |