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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 | $55,144 | $71,873-23.3% | $86,698-36.4% | $68,490-19.5% |
| Participation rate | 60.0% | 72.2%-12.2pp | 76.6%-16.6pp | 67.9%-7.9pp |
| Annual return | -17.88% | 3.54%-21.4pp | 35.96%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,908 | $3,779+135.7% | $4,656+91.3% | $4,028+121.2% |
| Admin fee / account holder | $8,864 | $6,110+45.1% | $7,492+18.3% | $5,403+64.1% |