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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 | $84,451 | $81,870+3.2% | $119,634-29.4% | $68,490+23.3% |
| Participation rate | 59.5% | 71.9%-12.4pp | 79.3%-19.8pp | 67.9%-8.4pp |
| Annual return | -18.75% | -23.82%+5.1pp | -14.98%-3.8pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,544 | $4,148-38.7% | $5,601-54.6% | $4,028-36.8% |
| Admin fee / account holder | $499 | $6,583-92.4% | $10,329-95.2% | $5,403-90.8% |