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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 | $59,484 | $57,350+3.7% | $83,850-29.1% | $64,181-7.3% |
| Participation rate | 53.6% | 68.6%-15.0pp | 76.1%-22.6pp | 69.6%-16.0pp |
| Annual return | -4.57% | 11.38%-16.0pp | 850.92%-855.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,725 | $2,993+24.5% | $4,082-8.7% | $3,470+7.4% |
| Admin fee / account holder | $31,672 | $4,046+682.8% | $5,478+478.1% | $4,887+548.1% |