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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 | $39,784 | $48,267-17.6% | $68,808-42.2% | $68,486-41.9% |
| Participation rate | 29.4% | 60.7%-31.3pp | 69.0%-39.6pp | 67.9%-38.5pp |
| Annual return | -14.61% | -12.70%-1.9pp | -6.37%-8.2pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,297 | $2,867-19.9% | $3,942-41.7% | $4,028-43.0% |
| Admin fee / account holder | $973 | $4,362-77.7% | $4,936-80.3% | $5,404-82.0% |