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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 | $68,913 | $72,492-4.9% | $87,104-20.9% | $72,986-5.6% |
| Participation rate | 59.3% | 72.8%-13.6pp | 76.9%-17.6pp | 69.5%-10.2pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,957 | $3,270+21.0% | $4,049-2.3% | $3,607+9.7% |
| Admin fee / account holder | $11,430 | $5,055+126.1% | $7,490+52.6% | $5,124+123.0% |