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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 | $39,475 | $72,620-45.6% | $90,756-56.5% | $66,930-41.0% |
| Participation rate | 51.0% | 73.7%-22.7pp | 75.7%-24.7pp | 69.8%-18.8pp |
| Annual return | -13.78% | -12.28%-1.5pp | -12.16%-1.6pp | 1.57%-15.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,228 | $3,979-44.0% | $4,565-51.2% | $4,238-47.4% |
| Admin fee / account holder | $820 | $707+16.0% | $8,445-90.3% | $593+38.2% |