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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 | $47,927 | $59,813-19.9% | $79,580-39.8% | $68,486-30.0% |
| Participation rate | 54.5% | 61.1%-6.5pp | 69.5%-14.9pp | 67.9%-13.3pp |
| Annual return | -10.00% | -12.30%+2.3pp | 0.15%-10.2pp | -7.85%-2.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,031 | $3,024+0.2% | $3,985-24.0% | $4,028-24.7% |
| Admin fee / account holder | $651 | $4,835-86.5% | $6,835-90.5% | $5,404-88.0% |