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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 | $70,687 | $42,548+66.1% | $74,552-5.2% | $56,287+25.6% |
| Participation rate | 44.8% | 60.5%-15.7pp | 69.1%-24.4pp | 69.9%-25.1pp |
| Annual return | -6.56% | 12.40%-19.0pp | 32.53%-39.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,332 | $2,277+46.3% | $3,108+7.2% | $3,350-0.5% |
| Admin fee / account holder | $4,577 | $467+879.8% | $5,060-9.5% | $521+778.7% |