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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 | $66,453 | $59,819+11.1% | $79,583-16.5% | $68,490-3.0% |
| Participation rate | 45.2% | 61.1%-15.9pp | 69.5%-24.3pp | 67.9%-22.7pp |
| Annual return | -11.34% | -12.30%+1.0pp | 0.16%-11.5pp | -7.85%-3.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,500 | $3,025+15.7% | $3,986-12.2% | $4,028-13.1% |
| Admin fee / account holder | $2,932 | $4,835-39.4% | $6,835-57.1% | $5,403-45.7% |