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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 | $45,140 | $110,083-59.0% | $151,645-70.2% | $68,490-34.1% |
| Participation rate | 42.9% | 84.0%-41.1pp | 87.5%-44.6pp | 67.9%-25.0pp |
| Annual return | -13.11% | -10.12%-3.0pp | 3.34%-16.4pp | -7.85%-5.3pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,514 | $6,526-46.2% | $8,363-58.0% | $4,028-12.8% |
| Admin fee / account holder | $4,567 | $7,718-40.8% | $11,614-60.7% | $5,403-15.5% |