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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 | $50,028 | $48,267+3.6% | $68,794-27.3% | $68,495-27.0% |
| Participation rate | 45.5% | 60.7%-15.2pp | 69.0%-23.6pp | 67.9%-22.4pp |
| Annual return | -14.83% | -12.70%-2.1pp | -6.37%-8.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,809 | $2,867-2.0% | $3,941-28.7% | $4,028-30.3% |
| Admin fee / account holder | $17,996 | $4,362+312.5% | $4,934+264.7% | $5,403+233.1% |