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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 | $77,609 | $48,235+60.9% | $68,803+12.8% | $68,490+13.3% |
| Participation rate | 30.6% | 60.7%-30.1pp | 69.0%-38.4pp | 67.9%-37.3pp |
| Annual return | -14.28% | -12.70%-1.6pp | -6.37%-7.9pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,290 | $2,867-55.0% | $3,942-67.3% | $4,028-68.0% |
| Admin fee / account holder | $311 | $4,361-92.9% | $4,936-93.7% | $5,403-94.2% |