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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 | $82,411 | $64,719+27.3% | $112,249-26.6% | $68,486+20.3% |
| Participation rate | 52.9% | 67.2%-14.2pp | 75.1%-22.1pp | 67.9%-15.0pp |
| Annual return | -12.79% | -11.40%-1.4pp | 27.48%-40.3pp | -7.85%-4.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,119 | $3,565-12.5% | $4,729-34.0% | $4,028-22.6% |
| Admin fee / account holder | $2,561 | $5,232-51.1% | $6,412-60.1% | $5,404-52.6% |