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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 | $52,081 | $71,873-27.5% | $86,698-39.9% | $68,490-24.0% |
| Participation rate | 37.9% | 72.2%-34.3pp | 76.6%-38.7pp | 67.9%-30.0pp |
| Annual return | -16.76% | 3.54%-20.3pp | 35.96%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,674 | $3,779-29.3% | $4,656-42.6% | $4,028-33.6% |
| Admin fee / account holder | $7,755 | $6,110+26.9% | $7,492+3.5% | $5,403+43.5% |