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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 | $63,385 | $59,819+6.0% | $79,583-20.4% | $68,490-7.5% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -16.47% | -12.30%-4.2pp | 0.16%-16.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,389 | $3,025+78.1% | $3,986+35.2% | $4,028+33.8% |
| Admin fee / account holder | $4,951 | $4,835+2.4% | $6,835-27.6% | $5,403-8.4% |