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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 | $54,875 | $81,870-33.0% | $119,622-54.1% | $68,486-19.9% |
| Participation rate | 67.4% | 71.9%-4.5pp | 79.3%-11.8pp | 67.9%-0.5pp |
| Annual return | -11.04% | -23.82%+12.8pp | -14.98%+3.9pp | -7.85%-3.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,964 | $4,148-4.4% | $5,601-29.2% | $4,028-1.6% |
| Admin fee / account holder | $3,905 | $6,583-40.7% | $10,328-62.2% | $5,404-27.7% |