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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 | $50,913 | $56,484-9.9% | $169,452-70.0% | $64,173-20.7% |
| Participation rate | 23.8% | 64.5%-40.7pp | 77.8%-54.0pp | 69.6%-45.8pp |
| Annual return | -7.53% | -1.55%-6.0pp | 1.83%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,266 | $3,448-34.3% | $5,277-57.1% | $3,470-34.7% |
| Admin fee / account holder | $2,756 | $4,174-34.0% | $9,110-69.7% | $4,887-43.6% |