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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 | $61,095 | $58,093+5.2% | $80,022-23.7% | $56,287+8.5% |
| Participation rate | 25.0% | 73.6%-48.6pp | 75.8%-50.8pp | 69.9%-44.9pp |
| Annual return | -4.92% | 34.63%-39.5pp | 11.22%-16.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,050 | $3,136-34.6% | $3,686-44.4% | $3,350-38.8% |
| Admin fee / account holder | $10,251 | $623+1546.5% | $6,521+57.2% | $521+1867.7% |