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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 | $61,791 | $50,947+21.3% | $74,549-17.1% | $64,173-3.7% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.1%-44.1pp | 69.6%-44.6pp |
| Annual return | -5.15% | -1.85%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,229 | $2,302-46.6% | $3,108-60.5% | $3,470-64.6% |
| Admin fee / account holder | $4,049 | $4,221-4.1% | $5,059-20.0% | $4,887-17.2% |