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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 | $143,551 | $73,019+96.6% | $90,766+58.2% | $68,490+109.6% |
| Participation rate | 46.2% | 70.8%-24.7pp | 75.7%-29.5pp | 67.9%-21.7pp |
| Annual return | -16.91% | -13.81%-3.1pp | -12.16%-4.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,223 | $3,626+16.5% | $4,565-7.5% | $4,028+4.8% |
| Admin fee / account holder | $21,003 | $5,897+256.2% | $8,446+148.7% | $5,403+288.7% |