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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 | $109,448 | $49,280+122.1% | $67,313+62.6% | $64,173+70.6% |
| Participation rate | 48.8% | 60.8%-12.0pp | 69.1%-20.3pp | 69.6%-20.8pp |
| Annual return | -1.28% | -1.39%+0.1pp | -4.08%+2.8pp | 7.63%-8.9pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,707 | $2,484+49.2% | $3,568+3.9% | $3,470+6.8% |
| Admin fee / account holder | $10,278 | $3,863+166.1% | $4,507+128.1% | $4,887+110.3% |