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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 | $49,811 | $50,947-2.2% | $74,551-33.2% | $64,173-22.4% |
| Participation rate | 48.4% | 61.1%-12.7pp | 69.1%-20.8pp | 69.6%-21.2pp |
| Annual return | -0.27% | -1.85%+1.6pp | 32.53%-32.8pp | 7.63%-7.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,821 | $2,302+66.0% | $3,108+22.9% | $3,470+10.1% |
| Admin fee / account holder | $911 | $4,221-78.4% | $5,059-82.0% | $4,887-81.4% |