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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 | $54,336 | $59,819-9.2% | $79,583-31.7% | $68,490-20.7% |
| Participation rate | 43.5% | 61.1%-17.6pp | 69.5%-26.0pp | 67.9%-24.4pp |
| Annual return | -16.09% | -12.30%-3.8pp | 0.16%-16.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,679 | $3,025-11.4% | $3,986-32.8% | $4,028-33.5% |
| Admin fee / account holder | $3,615 | $4,835-25.2% | $6,835-47.1% | $5,403-33.1% |