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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 | $55,259 | $42,917+28.8% | $60,899-9.3% | $68,495-19.3% |
| Participation rate | 22.9% | 66.8%-43.9pp | 73.1%-50.2pp | 67.9%-45.0pp |
| Annual return | -9.26% | -13.99%+4.7pp | 16.92%-26.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,851 | $2,867-35.4% | $3,817-51.5% | $4,028-54.0% |
| Admin fee / account holder | $21,988 | $3,102+608.8% | $3,225+581.8% | $5,403+306.9% |