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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 | $72,682 | $87,546-17.0% | $75,784-4.1% | $125,389-42.0% |
| Participation rate | 63.2% | 80.2%-17.0pp | 75.8%-12.7pp | 83.2%-20.0pp |
| Annual return | -2.30% | 13.49%-15.8pp | 9.68%-12.0pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,258 | $4,230+0.7% | $3,652+16.6% | $5,352-20.4% |
| Admin fee / account holder | $16,419 | $6,503+152.5% | $5,300+209.8% | $9,541+72.1% |