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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 | $50,697 | $50,958-0.5% | $74,552-32.0% | $64,181-21.0% |
| Participation rate | 30.6% | 61.1%-30.5pp | 69.1%-38.6pp | 69.6%-39.0pp |
| Annual return | -7.65% | -1.86%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,229 | $2,301-46.6% | $3,108-60.4% | $3,470-64.6% |
| Admin fee / account holder | $1,781 | $4,223-57.8% | $5,060-64.8% | $4,887-63.6% |