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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 | $29,722 | $48,267-38.4% | $68,808-56.8% | $68,486-56.6% |
| Participation rate | 55.2% | 60.7%-5.5pp | 69.0%-13.8pp | 67.9%-12.7pp |
| Annual return | -14.82% | -12.70%-2.1pp | -6.37%-8.4pp | -7.85%-7.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,246 | $2,867-21.6% | $3,942-43.0% | $4,028-44.2% |
| Admin fee / account holder | $5,320 | $4,362+21.9% | $4,936+7.8% | $5,404-1.6% |