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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 | $43,547 | $59,834-27.2% | $79,576-45.3% | $68,495-36.4% |
| Participation rate | 60.7% | 61.1%-0.3pp | 69.5%-8.8pp | 67.9%-7.2pp |
| Annual return | -12.02% | -12.30%+0.3pp | 0.15%-12.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,462 | $3,024+47.5% | $3,985+12.0% | $4,028+10.8% |
| Admin fee / account holder | $393 | $4,835-91.9% | $6,834-94.2% | $5,403-92.7% |