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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 | $61,519 | $71,878-14.4% | $86,698-29.0% | $68,486-10.2% |
| Participation rate | 48.8% | 72.2%-23.4pp | 76.6%-27.8pp | 67.9%-19.1pp |
| Annual return | -13.38% | 3.53%-16.9pp | 35.95%-49.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,559 | $3,779-32.3% | $4,656-45.0% | $4,028-36.5% |
| Admin fee / account holder | $10,803 | $6,113+76.7% | $7,493+44.2% | $5,404+99.9% |