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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 | $53,649 | $43,344+23.8% | $59,899-10.4% | $64,173-16.4% |
| Participation rate | 26.8% | 69.2%-42.3pp | 74.7%-47.9pp | 69.6%-42.7pp |
| Annual return | -4.80% | -1.55%-3.2pp | 3.46%-8.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,359 | $2,547-46.6% | $3,402-60.1% | $3,470-60.8% |
| Admin fee / account holder | $2,296 | $3,008-23.7% | $3,592-36.1% | $4,887-53.0% |