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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 | $59,473 | $72,404-17.9% | $110,243-46.1% | $64,173-7.3% |
| Participation rate | 67.2% | 73.3%-6.1pp | 79.8%-12.6pp | 69.6%-2.3pp |
| Annual return | -7.59% | -6.29%-1.3pp | 314.76%-322.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,552 | $3,469+2.4% | $4,672-24.0% | $3,470+2.4% |
| Admin fee / account holder | $12,132 | $5,664+114.2% | $8,548+41.9% | $4,887+148.2% |