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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 | $71,213 | $73,019-2.5% | $90,766-21.5% | $68,490+4.0% |
| Participation rate | 29.6% | 70.8%-41.2pp | 75.7%-46.1pp | 67.9%-38.3pp |
| Annual return | -6.29% | -13.81%+7.5pp | -12.16%+5.9pp | -7.85%+1.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,126 | $3,626-41.4% | $4,565-53.4% | $4,028-47.2% |
| Admin fee / account holder | $4,969 | $5,897-15.7% | $8,446-41.2% | $5,403-8.0% |