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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 | $79,326 | $50,947+55.7% | $74,551+6.4% | $64,173+23.6% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.1%-49.1pp | 69.6%-49.6pp |
| Annual return | -7.11% | -1.85%-5.3pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,820 | $2,302-20.9% | $3,108-41.4% | $3,470-47.5% |
| Admin fee / account holder | $790 | $4,221-81.3% | $5,059-84.4% | $4,887-83.8% |