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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 | $60,231 | $64,176-6.1% | $112,249-46.3% | $66,938-10.0% |
| Participation rate | 41.7% | 68.4%-26.8pp | 75.1%-33.4pp | 69.8%-28.1pp |
| Annual return | -15.90% | -13.80%-2.1pp | 27.48%-43.4pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,818 | $3,694-23.7% | $4,729-40.4% | $4,238-33.5% |
| Admin fee / account holder | $6,730 | $626+975.4% | $6,412+5.0% | $594+1034.0% |