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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 | $45,953 | $59,834-23.2% | $79,576-42.3% | $68,495-32.9% |
| Participation rate | 65.1% | 61.1%+4.1pp | 69.5%-4.4pp | 67.9%-2.8pp |
| Annual return | -18.52% | -12.30%-6.2pp | 0.15%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,040 | $3,024-32.5% | $3,985-48.8% | $4,028-49.3% |
| Admin fee / account holder | $1,989 | $4,835-58.9% | $6,834-70.9% | $5,403-63.2% |