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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 | $84,441 | $71,878+17.5% | $86,698-2.6% | $68,486+23.3% |
| Participation rate | 51.9% | 72.2%-20.4pp | 76.6%-24.7pp | 67.9%-16.0pp |
| Annual return | -14.53% | 3.53%-18.1pp | 35.95%-50.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,137 | $3,779-43.4% | $4,656-54.1% | $4,028-46.9% |
| Admin fee / account holder | $4,293 | $6,113-29.8% | $7,493-42.7% | $5,404-20.6% |