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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 | $83,584 | $48,235+73.3% | $68,803+21.5% | $68,490+22.0% |
| Participation rate | 58.1% | 60.7%-2.6pp | 69.0%-11.0pp | 67.9%-9.8pp |
| Annual return | -15.91% | -12.70%-3.2pp | -6.37%-9.5pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,703 | $2,867-5.7% | $3,942-31.4% | $4,028-32.9% |
| Admin fee / account holder | $11,560 | $4,361+165.1% | $4,936+134.2% | $5,403+114.0% |