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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 | $61,793 | $73,863-16.3% | $143,797-57.0% | $68,490-9.8% |
| Participation rate | 42.3% | 66.7%-24.4pp | 80.3%-38.0pp | 67.9%-25.6pp |
| Annual return | -16.71% | 0.91%-17.6pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,981 | $3,385-11.9% | $5,638-47.1% | $4,028-26.0% |
| Admin fee / account holder | $6,263 | $5,756+8.8% | $14,679-57.3% | $5,403+15.9% |