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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 | $63,226 | $73,009-13.4% | $90,760-30.3% | $68,486-7.7% |
| Participation rate | 64.3% | 70.8%-6.5pp | 75.7%-11.4pp | 67.9%-3.6pp |
| Annual return | -16.46% | -13.81%-2.6pp | -12.16%-4.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,068 | $3,626-43.0% | $4,565-54.7% | $4,028-48.7% |
| Admin fee / account holder | $5,986 | $5,896+1.5% | $8,444-29.1% | $5,404+10.8% |