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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 | $55,084 | $71,873-23.4% | $86,698-36.5% | $68,490-19.6% |
| Participation rate | 52.5% | 72.2%-19.7pp | 76.6%-24.1pp | 67.9%-15.4pp |
| Annual return | -3.61% | 3.54%-7.2pp | 35.96%-39.6pp | -7.85%+4.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,057 | $3,779-19.1% | $4,656-34.3% | $4,028-24.1% |
| Admin fee / account holder | $6,348 | $6,110+3.9% | $7,492-15.3% | $5,403+17.5% |