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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 | $35,774 | $62,583-42.8% | $76,767-53.4% | $64,173-44.3% |
| Participation rate | 61.1% | 72.8%-11.7pp | 77.0%-15.9pp | 69.6%-8.5pp |
| Annual return | -3.69% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,740 | $3,145-44.7% | $3,852-54.8% | $3,470-49.9% |
| Admin fee / account holder | $9,700 | $4,667+107.8% | $6,675+45.3% | $4,887+98.5% |