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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 | $57,975 | $72,404-19.9% | $110,243-47.4% | $64,173-9.7% |
| Participation rate | 69.6% | 73.3%-3.8pp | 79.8%-10.3pp | 69.6%0pp |
| Annual return | -3.73% | -6.29%+2.6pp | 314.76%-318.5pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,588 | $3,469-25.4% | $4,672-44.6% | $3,470-25.4% |
| Admin fee / account holder | $8,552 | $5,664+51.0% | $8,5480% | $4,887+75.0% |