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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 | $76,988 | $50,947+51.1% | $74,549+3.3% | $64,173+20.0% |
| Participation rate | 37.8% | 61.1%-23.3pp | 69.1%-31.4pp | 69.6%-31.8pp |
| Annual return | -7.37% | -1.85%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,010 | $2,302-12.7% | $3,108-35.3% | $3,470-42.1% |
| Admin fee / account holder | $1,497 | $4,221-64.5% | $5,059-70.4% | $4,887-69.4% |