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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 | $51,397 | $59,819-14.1% | $79,583-35.4% | $68,490-25.0% |
| Participation rate | 68.6% | 61.1%+7.5pp | 69.5%-0.9pp | 67.9%+0.7pp |
| Annual return | -14.86% | -12.30%-2.6pp | 0.16%-15.0pp | -7.85%-7.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,902 | $3,025-4.1% | $3,986-27.2% | $4,028-27.9% |
| Admin fee / account holder | $13,431 | $4,835+177.8% | $6,835+96.5% | $5,403+148.6% |