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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 | $60,036 | $58,600+2.4% | $83,327-28.0% | $64,173-6.4% |
| Participation rate | 44.0% | 72.0%-28.0pp | 77.8%-33.8pp | 69.6%-25.6pp |
| Annual return | -5.83% | 9.66%-15.5pp | 10.64%-16.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,350 | $4,656-49.5% | $5,565-57.8% | $3,470-32.3% |
| Admin fee / account holder | $938 | $9,282-89.9% | $7,540-87.6% | $4,887-80.8% |