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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 | $56,217 | $73,848-23.9% | $143,799-60.9% | $68,486-17.9% |
| Participation rate | 26.3% | 66.7%-40.3pp | 80.3%-54.0pp | 67.9%-41.6pp |
| Annual return | -17.86% | 0.91%-18.8pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,779 | $3,385-47.5% | $5,638-68.5% | $4,028-55.8% |
| Admin fee / account holder | $5,298 | $5,755-7.9% | $14,677-63.9% | $5,404-2.0% |