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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 | $80,422 | $73,863+8.9% | $143,797-44.1% | $68,490+17.4% |
| Participation rate | 47.9% | 66.7%-18.7pp | 80.3%-32.4pp | 67.9%-20.0pp |
| Annual return | -6.53% | 0.91%-7.4pp | -0.04%-6.5pp | -7.85%+1.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,046 | $3,385+49.1% | $5,638-10.5% | $4,028+25.3% |
| Admin fee / account holder | $4,328 | $5,756-24.8% | $14,679-70.5% | $5,403-19.9% |