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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 | $36,174 | $50,958-29.0% | $74,552-51.5% | $64,181-43.6% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.1%-8.5pp | 69.6%-9.0pp |
| Annual return | -3.08% | -1.86%-1.2pp | 32.53%-35.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,125 | $2,301+35.8% | $3,108+0.6% | $3,470-9.9% |
| Admin fee / account holder | $1,364 | $4,223-67.7% | $5,060-73.0% | $4,887-72.1% |