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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 | $63,646 | $71,878-11.5% | $86,698-26.6% | $68,486-7.1% |
| Participation rate | 43.8% | 72.2%-28.4pp | 76.6%-32.8pp | 67.9%-24.1pp |
| Annual return | -14.65% | 3.53%-18.2pp | 35.95%-50.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $10 | $2,173-99.6% | $2,837-99.7% | $2,597-99.6% |
| Participant deferral / active EE | $1,808 | $3,779-52.1% | $4,656-61.2% | $4,028-55.1% |
| Admin fee / account holder | $10,621 | $6,113+73.8% | $7,493+41.8% | $5,404+96.5% |