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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 | $98,850 | $59,819+65.2% | $79,583+24.2% | $68,490+44.3% |
| Participation rate | 58.0% | 61.1%-3.1pp | 69.5%-11.5pp | 67.9%-9.9pp |
| Annual return | -15.51% | -12.30%-3.2pp | 0.16%-15.7pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,118 | $3,025+3.1% | $3,986-21.8% | $4,028-22.6% |
| Admin fee / account holder | $2,705 | $4,835-44.1% | $6,835-60.4% | $5,403-49.9% |