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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 | $90,086 | $48,267+86.6% | $68,794+31.0% | $68,495+31.5% |
| Participation rate | 51.0% | 60.7%-9.7pp | 69.0%-18.0pp | 67.9%-16.9pp |
| Annual return | -17.55% | -12.70%-4.8pp | -6.37%-11.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,427 | $2,867+54.4% | $3,941+12.3% | $4,028+9.9% |
| Admin fee / account holder | $1,667 | $4,362-61.8% | $4,934-66.2% | $5,403-69.1% |