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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 | $60,436 | $57,352+5.4% | $83,830-27.9% | $64,173-5.8% |
| Participation rate | 57.4% | 68.6%-11.2pp | 76.1%-18.7pp | 69.6%-12.2pp |
| Annual return | -6.39% | 11.38%-17.8pp | 850.97%-857.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,673 | $2,993-10.7% | $4,082-34.5% | $3,470-23.0% |
| Admin fee / account holder | $11,156 | $4,046+175.7% | $5,479+103.6% | $4,887+128.3% |