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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 | $80,008 | $71,873+11.3% | $86,698-7.7% | $68,490+16.8% |
| Participation rate | 51.4% | 72.2%-20.9pp | 76.6%-25.2pp | 67.9%-16.5pp |
| Annual return | -4.58% | 3.54%-8.1pp | 35.96%-40.5pp | -7.85%+3.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,389 | $3,779-36.8% | $4,656-48.7% | $4,028-40.7% |
| Admin fee / account holder | $45,334 | $6,110+641.9% | $7,492+505.1% | $5,403+739.1% |