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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 | $50,866 | $48,267+5.4% | $68,808-26.1% | $68,486-25.7% |
| Participation rate | 38.2% | 60.7%-22.5pp | 69.0%-30.8pp | 67.9%-29.7pp |
| Annual return | -12.74% | -12.70%0pp | -6.37%-6.4pp | -7.85%-4.9pp |
| Employer contribution / active EE | $6 | $1,829-99.7% | $2,656-99.8% | $2,597-99.8% |
| Participant deferral / active EE | $1,861 | $2,867-35.1% | $3,942-52.8% | $4,028-53.8% |
| Admin fee / account holder | $14,107 | $4,362+223.4% | $4,936+185.8% | $5,404+161.1% |