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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 | $73,186 | $50,958+43.6% | $74,552-1.8% | $64,181+14.0% |
| Participation rate | 51.7% | 61.1%-9.3pp | 69.1%-17.4pp | 69.6%-17.8pp |
| Annual return | -5.37% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,519 | $2,301+9.4% | $3,108-19.0% | $3,470-27.4% |
| Admin fee / account holder | $3,612 | $4,223-14.5% | $5,060-28.6% | $4,887-26.1% |