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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 | $55,541 | $54,239+2.4% | $70,098-20.8% | $68,495-18.9% |
| Participation rate | 38.0% | 64.5%-26.5pp | 70.5%-32.4pp | 67.9%-29.8pp |
| Annual return | -17.30% | -13.87%-3.4pp | 190.76%-208.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,136 | $2,957-61.6% | $3,849-70.5% | $4,028-71.8% |
| Admin fee / account holder | $1,290 | $4,691-72.5% | $6,266-79.4% | $5,403-76.1% |