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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 | $40,674 | $71,878-43.4% | $86,698-53.1% | $68,486-40.6% |
| Participation rate | 48.2% | 72.2%-24.0pp | 76.6%-28.4pp | 67.9%-19.7pp |
| Annual return | -16.70% | 3.53%-20.2pp | 35.95%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,403 | $3,779-36.4% | $4,656-48.4% | $4,028-40.3% |
| Admin fee / account holder | $14,096 | $6,113+130.6% | $7,493+88.1% | $5,404+160.9% |