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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 | $66,423 | $86,701-23.4% | $73,309-9.4% | $125,389-47.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 74.9%-12.4pp | 83.2%-20.7pp |
| Annual return | -0.99% | 2.78%-3.8pp | 5.67%-6.7pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,500 | $5,549-54.9% | $4,991-49.9% | $5,352-53.3% |
| Admin fee / account holder | $660 | $7,768-91.5% | $5,635-88.3% | $9,541-93.1% |