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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 | $43,570 | $59,819-27.2% | $79,583-45.3% | $68,490-36.4% |
| Participation rate | 42.5% | 61.1%-18.5pp | 69.5%-27.0pp | 67.9%-25.4pp |
| Annual return | -17.16% | -12.30%-4.9pp | 0.16%-17.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,523 | $3,025-16.6% | $3,986-36.7% | $4,028-37.4% |
| Admin fee / account holder | $706 | $4,835-85.4% | $6,835-89.7% | $5,403-86.9% |