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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 | $25,967 | $59,819-56.6% | $79,583-67.4% | $68,490-62.1% |
| Participation rate | 62.2% | 61.1%+1.1pp | 69.5%-7.3pp | 67.9%-5.7pp |
| Annual return | -18.56% | -12.30%-6.3pp | 0.16%-18.7pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,193 | $3,025-27.5% | $3,986-45.0% | $4,028-45.6% |
| Admin fee / account holder | $630 | $4,835-87.0% | $6,835-90.8% | $5,403-88.3% |