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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 | $63,188 | $62,583+1.0% | $76,767-17.7% | $64,173-1.5% |
| Participation rate | 46.8% | 72.8%-26.0pp | 77.0%-30.2pp | 69.6%-22.8pp |
| Annual return | -6.40% | -1.95%-4.5pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,843 | $3,145-41.4% | $3,852-52.2% | $3,470-46.9% |
| Admin fee / account holder | $13,348 | $4,667+186.0% | $6,675+100.0% | $4,887+173.1% |