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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 | $31,329 | $73,848-57.6% | $143,799-78.2% | $68,486-54.3% |
| Participation rate | 45.3% | 66.7%-21.4pp | 80.3%-35.0pp | 67.9%-22.6pp |
| Annual return | -15.54% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,209 | $3,385-34.7% | $5,638-60.8% | $4,028-45.2% |
| Admin fee / account holder | $13,056 | $5,755+126.9% | $14,677-11.0% | $5,404+141.6% |