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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 | $62,627 | $73,009-14.2% | $90,760-31.0% | $68,486-8.6% |
| Participation rate | 32.9% | 70.8%-37.9pp | 75.7%-42.8pp | 67.9%-35.0pp |
| Annual return | -16.63% | -13.81%-2.8pp | -12.16%-4.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,781 | $3,626-50.9% | $4,565-61.0% | $4,028-55.8% |
| Admin fee / account holder | $6,246 | $5,896+5.9% | $8,444-26.0% | $5,404+15.6% |