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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 | $30,053 | $46,697-35.6% | $117,533-74.4% | $68,486-56.1% |
| Participation rate | 35.7% | 56.8%-21.1pp | 70.6%-34.9pp | 67.9%-32.2pp |
| Annual return | -13.93% | -14.52%+0.6pp | 29.77%-43.7pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,350 | $2,637-10.9% | $4,072-42.3% | $4,028-41.7% |
| Admin fee / account holder | $3,487 | $4,023-13.3% | $5,647-38.3% | $5,404-35.5% |