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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 | $33,514 | $73,863-54.6% | $143,797-76.7% | $68,490-51.1% |
| Participation rate | 61.1% | 66.7%-5.6pp | 80.3%-19.2pp | 67.9%-6.8pp |
| Annual return | -14.97% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,460 | $3,385+2.2% | $5,638-38.6% | $4,028-14.1% |
| Admin fee / account holder | $5,949 | $5,756+3.4% | $14,679-59.5% | $5,403+10.1% |