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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 | $70,207 | $77,817-9.8% | $123,553-43.2% | $64,173+9.4% |
| Participation rate | 41.4% | 74.7%-33.3pp | 82.3%-40.9pp | 69.6%-28.1pp |
| Annual return | -5.59% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,255 | $5,240-57.0% | $6,426-64.9% | $3,470-35.0% |
| Admin fee / account holder | $2,674 | $5,519-51.5% | $9,284-71.2% | $4,887-45.3% |