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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 | $65,857 | $50,947+29.3% | $74,551-11.7% | $64,173+2.6% |
| Participation rate | 32.6% | 61.1%-28.5pp | 69.1%-36.5pp | 69.6%-37.0pp |
| Annual return | -5.60% | -1.85%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,605 | $2,302-30.3% | $3,108-48.4% | $3,470-53.7% |
| Admin fee / account holder | $3,193 | $4,221-24.4% | $5,059-36.9% | $4,887-34.7% |