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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 | $78,340 | $71,878+9.0% | $86,698-9.6% | $68,486+14.4% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -16.38% | 3.53%-19.9pp | 35.95%-52.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,197 | $3,779-41.9% | $4,656-52.8% | $4,028-45.4% |
| Admin fee / account holder | $27,404 | $6,113+348.3% | $7,493+265.7% | $5,404+407.1% |