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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 | $70,894 | $73,863-4.0% | $143,797-50.7% | $68,490+3.5% |
| Participation rate | 14.8% | 66.7%-51.9pp | 80.3%-65.5pp | 67.9%-53.1pp |
| Annual return | -10.30% | 0.91%-11.2pp | -0.04%-10.3pp | -7.85%-2.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $961 | $3,385-71.6% | $5,638-83.0% | $4,028-76.1% |
| Admin fee / account holder | $1,349 | $5,756-76.6% | $14,679-90.8% | $5,403-75.0% |