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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 | $47,895 | $52,911-9.5% | $73,309-34.7% | $59,633-19.7% |
| Participation rate | 68.3% | 68.2%0pp | 74.9%-6.7pp | 68.7%-0.4pp |
| Annual return | -0.65% | 12.20%-12.8pp | 5.67%-6.3pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,595 | $4,069+135.8% | $4,991+92.3% | $3,192+200.6% |
| Admin fee / account holder | $6,296 | $3,835+64.2% | $5,635+11.7% | $4,297+46.5% |