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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 | $63,279 | $71,873-12.0% | $86,698-27.0% | $68,490-7.6% |
| Participation rate | 34.0% | 72.2%-38.2pp | 76.6%-42.6pp | 67.9%-33.9pp |
| Annual return | -16.71% | 3.54%-20.2pp | 35.96%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,262 | $3,779-40.1% | $4,656-51.4% | $4,028-43.8% |
| Admin fee / account holder | $1,098 | $6,110-82.0% | $7,492-85.3% | $5,403-79.7% |