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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 | $68,915 | $48,267+42.8% | $68,808+0.2% | $68,486+0.6% |
| Participation rate | 46.3% | 60.7%-14.3pp | 69.0%-22.7pp | 67.9%-21.6pp |
| Annual return | -16.44% | -12.70%-3.7pp | -6.37%-10.1pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,921 | $2,867+1.9% | $3,942-25.9% | $4,028-27.5% |
| Admin fee / account holder | $21,053 | $4,362+382.6% | $4,936+326.5% | $5,404+289.6% |