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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 | $63,866 | $71,878-11.1% | $86,698-26.3% | $68,486-6.7% |
| Participation rate | 47.6% | 72.2%-24.6pp | 76.6%-29.0pp | 67.9%-20.3pp |
| Annual return | -13.07% | 3.53%-16.6pp | 35.95%-49.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,622 | $3,779-30.6% | $4,656-43.7% | $4,028-34.9% |
| Admin fee / account holder | $7,718 | $6,113+26.3% | $7,493+3.0% | $5,404+42.8% |