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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 | $63,761 | $43,504+46.6% | $68,793-7.3% | $56,287+13.3% |
| Participation rate | 58.1% | 67.8%-9.7pp | 72.2%-14.1pp | 69.9%-11.8pp |
| Annual return | -5.43% | -3.15%-2.3pp | -4.63%-0.8pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,781 | $2,509+50.7% | $3,311+14.2% | $3,350+12.9% |
| Admin fee / account holder | $594 | $515+15.3% | $5,131-88.4% | $521+14.0% |