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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 | $49,127 | $71,878-31.7% | $86,698-43.3% | $68,486-28.3% |
| Participation rate | 37.0% | 72.2%-35.2pp | 76.6%-39.6pp | 67.9%-30.9pp |
| Annual return | -8.07% | 3.53%-11.6pp | 35.95%-44.0pp | -7.85%-0.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,445 | $3,779-8.8% | $4,656-26.0% | $4,028-14.5% |
| Admin fee / account holder | $25,763 | $6,113+321.5% | $7,493+243.9% | $5,404+376.8% |