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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 | $106,623 | $25,979+310.4% | $71,778+48.5% | $68,490+55.7% |
| Participation rate | 8.0% | 54.5%-46.5pp | 62.3%-54.3pp | 67.9%-59.9pp |
| Annual return | -19.22% | -15.10%-4.1pp | 9.15%-28.4pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $489 | $1,522-67.8% | $2,656-81.6% | $4,028-87.8% |
| Admin fee / account holder | $42,812 | $2,022+2017.7% | $3,974+977.4% | $5,403+692.4% |