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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 | $79,990 | $64,716+23.6% | $112,258-28.7% | $68,495+16.8% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -16.86% | -11.40%-5.5pp | 27.47%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,637 | $3,565+2.0% | $4,728-23.1% | $4,028-9.7% |
| Admin fee / account holder | $2,648 | $5,232-49.4% | $6,411-58.7% | $5,403-51.0% |