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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 | $82,513 | $77,816+6.0% | $123,552-33.2% | $64,173+28.6% |
| Participation rate | 22.4% | 74.7%-52.3pp | 82.3%-59.9pp | 69.6%-47.2pp |
| Annual return | -3.38% | 12.49%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,860 | $5,240-45.4% | $6,426-55.5% | $3,470-17.6% |
| Admin fee / account holder | $9,546 | $5,519+73.0% | $9,285+2.8% | $4,887+95.3% |