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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 | $60,741 | $71,878-15.5% | $86,698-29.9% | $68,486-11.3% |
| Participation rate | 60.0% | 72.2%-12.2pp | 76.6%-16.6pp | 67.9%-7.9pp |
| Annual return | -15.97% | 3.53%-19.5pp | 35.95%-51.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,732 | $3,779-1.2% | $4,656-19.8% | $4,028-7.3% |
| Admin fee / account holder | $15,844 | $6,113+159.2% | $7,493+111.5% | $5,404+193.2% |