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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 | $63,097 | $53,546+17.8% | $69,884-9.7% | $68,486-7.9% |
| Participation rate | 18.2% | 64.5%-46.3pp | 70.5%-52.3pp | 67.9%-49.7pp |
| Annual return | -18.63% | -13.87%-4.8pp | 190.81%-209.4pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,371 | $2,957-53.6% | $3,848-64.4% | $4,028-66.0% |
| Admin fee / account holder | $2,055 | $4,693-56.2% | $6,266-67.2% | $5,404-62.0% |