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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 | $65,579 | $59,813+9.6% | $79,580-17.6% | $68,486-4.2% |
| Participation rate | 26.9% | 61.1%-34.2pp | 69.5%-42.6pp | 67.9%-41.0pp |
| Annual return | -13.84% | -12.30%-1.5pp | 0.15%-14.0pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,752 | $3,024-42.1% | $3,985-56.0% | $4,028-56.5% |
| Admin fee / account holder | $2,833 | $4,835-41.4% | $6,835-58.6% | $5,404-47.6% |