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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 | $60,262 | $77,816-22.6% | $123,549-51.2% | $64,181-6.1% |
| Participation rate | 52.0% | 74.7%-22.7pp | 82.3%-30.3pp | 69.6%-17.6pp |
| Annual return | -7.48% | 12.49%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,987 | $5,240-23.9% | $6,426-37.9% | $3,470+14.9% |
| Admin fee / account holder | $10,487 | $5,519+90.0% | $9,284+13.0% | $4,887+114.6% |