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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 | $58,072 | $77,817-25.4% | $123,553-53.0% | $64,173-9.5% |
| Participation rate | 64.5% | 74.7%-10.2pp | 82.3%-17.8pp | 69.6%-5.1pp |
| Annual return | -0.30% | 12.49%-12.8pp | 119.21%-119.5pp | 7.63%-7.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,007 | $5,240-42.6% | $6,426-53.2% | $3,470-13.3% |
| Admin fee / account holder | $14,937 | $5,519+170.6% | $9,284+60.9% | $4,887+205.6% |