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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 | $65,480 | $59,813+9.5% | $79,580-17.7% | $68,486-4.4% |
| Participation rate | 28.6% | 61.1%-32.5pp | 69.5%-40.9pp | 67.9%-39.3pp |
| Annual return | -12.90% | -12.30%-0.6pp | 0.15%-13.1pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,003 | $3,024-33.8% | $3,985-49.7% | $4,028-50.3% |
| Admin fee / account holder | $4,875 | $4,835+0.8% | $6,835-28.7% | $5,404-9.8% |