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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 | $45,029 | $59,834-24.7% | $79,576-43.4% | $68,495-34.3% |
| Participation rate | 56.4% | 61.1%-4.7pp | 69.5%-13.1pp | 67.9%-11.5pp |
| Annual return | -18.95% | -12.30%-6.7pp | 0.15%-19.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,396 | $3,024-53.8% | $3,985-65.0% | $4,028-65.3% |
| Admin fee / account holder | $3,534 | $4,835-26.9% | $6,834-48.3% | $5,403-34.6% |