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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 | $57,805 | $59,834-3.4% | $79,576-27.4% | $68,495-15.6% |
| Participation rate | 69.4% | 61.1%+8.4pp | 69.5%0pp | 67.9%+1.6pp |
| Annual return | -15.91% | -12.30%-3.6pp | 0.15%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,045 | $3,024-32.4% | $3,985-48.7% | $4,028-49.2% |
| Admin fee / account holder | $995 | $4,835-79.4% | $6,834-85.4% | $5,403-81.6% |