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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 | $77,623 | $59,819+29.8% | $79,583-2.5% | $68,490+13.3% |
| Participation rate | 42.3% | 61.1%-18.8pp | 69.5%-27.2pp | 67.9%-25.6pp |
| Annual return | -15.10% | -12.30%-2.8pp | 0.16%-15.3pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,733 | $3,025-42.7% | $3,986-56.5% | $4,028-57.0% |
| Admin fee / account holder | $496 | $4,835-89.7% | $6,835-92.7% | $5,403-90.8% |