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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 | $59,449 | $73,009-18.6% | $90,760-34.5% | $68,486-13.2% |
| Participation rate | 67.9% | 70.8%-3.0pp | 75.7%-7.8pp | 67.9%0pp |
| Annual return | -15.47% | -13.81%-1.7pp | -12.16%-3.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,391 | $3,626+48.7% | $4,565+18.1% | $4,028+33.9% |
| Admin fee / account holder | $1,468 | $5,896-75.1% | $8,444-82.6% | $5,404-72.8% |