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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 | $60,967 | $42,383+43.8% | $76,518-20.3% | $64,173-5.0% |
| Participation rate | 26.3% | 58.1%-31.8pp | 68.0%-41.7pp | 69.6%-43.3pp |
| Annual return | -2.35% | -16.54%+14.2pp | -0.27%-2.1pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,029 | $2,566-59.9% | $3,836-73.2% | $3,470-70.3% |
| Admin fee / account holder | $17,992 | $3,198+462.6% | $4,849+271.1% | $4,887+268.1% |