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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 | $52,673 | $42,909+22.8% | $60,906-13.5% | $68,486-23.1% |
| Participation rate | 57.1% | 66.8%-9.6pp | 73.1%-16.0pp | 67.9%-10.8pp |
| Annual return | -11.50% | -13.99%+2.5pp | 16.94%-28.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,486 | $2,866-13.3% | $3,814-34.8% | $4,028-38.3% |
| Admin fee / account holder | $12,642 | $3,104+307.3% | $3,227+291.8% | $5,404+133.9% |