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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 | $55,461 | $54,380+2.0% | $68,509-19.0% | $59,633-7.0% |
| Participation rate | 68.0% | 70.2%-2.2pp | 74.7%-6.7pp | 68.7%-0.7pp |
| Annual return | -0.75% | 2.83%-3.6pp | 8.27%-9.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,272 | $2,643-14.0% | $3,382-32.8% | $3,192-28.8% |
| Admin fee / account holder | $1,319 | $3,885-66.1% | $5,275-75.0% | $4,297-69.3% |