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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 | $32,593 | $53,162-38.7% | $91,225-64.3% | $68,495-52.4% |
| Participation rate | 60.0% | 63.2%-3.2pp | 73.2%-13.2pp | 67.9%-7.9pp |
| Annual return | -18.34% | -3.14%-15.2pp | 114.10%-132.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,910 | $2,974+31.5% | $4,234-7.7% | $4,028-2.9% |
| Admin fee / account holder | $685 | $4,493-84.8% | $5,422-87.4% | $5,403-87.3% |