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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 | $82,558 | $48,267+71.0% | $68,808+20.0% | $68,486+20.5% |
| Participation rate | 33.3% | 60.7%-27.3pp | 69.0%-35.7pp | 67.9%-34.6pp |
| Annual return | -19.51% | -12.70%-6.8pp | -6.37%-13.1pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,239 | $2,867-21.9% | $3,942-43.2% | $4,028-44.4% |
| Admin fee / account holder | $1,759 | $4,362-59.7% | $4,936-64.4% | $5,404-67.4% |