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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 | $43,537 | $57,352-24.1% | $83,830-48.1% | $64,173-32.2% |
| Participation rate | 46.6% | 68.6%-22.1pp | 76.1%-29.6pp | 69.6%-23.0pp |
| Annual return | -7.17% | 11.38%-18.6pp | 850.97%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,999 | $2,993+0.2% | $4,082-26.5% | $3,470-13.6% |
| Admin fee / account holder | $3,501 | $4,046-13.5% | $5,479-36.1% | $4,887-28.4% |