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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 | $62,743 | $71,873-12.7% | $86,698-27.6% | $68,490-8.4% |
| Participation rate | 55.6% | 72.2%-16.7pp | 76.6%-21.0pp | 67.9%-12.3pp |
| Annual return | -10.15% | 3.54%-13.7pp | 35.96%-46.1pp | -7.85%-2.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,191 | $3,779-15.6% | $4,656-31.5% | $4,028-20.8% |
| Admin fee / account holder | $4,539 | $6,110-25.7% | $7,492-39.4% | $5,403-16.0% |