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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 | $51,037 | $73,019-30.1% | $90,766-43.8% | $68,490-25.5% |
| Participation rate | 62.1% | 70.8%-8.8pp | 75.7%-13.6pp | 67.9%-5.8pp |
| Annual return | -14.44% | -13.81%-0.6pp | -12.16%-2.3pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,231 | $3,626-38.5% | $4,565-51.1% | $4,028-44.6% |
| Admin fee / account holder | $3,733 | $5,897-36.7% | $8,446-55.8% | $5,403-30.9% |