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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 | $53,077 | $42,917+23.7% | $60,899-12.8% | $68,495-22.5% |
| Participation rate | 41.9% | 66.8%-24.8pp | 73.1%-31.2pp | 67.9%-26.0pp |
| Annual return | -5.53% | -13.99%+8.5pp | 16.92%-22.5pp | -7.84%+2.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,603 | $2,867+60.6% | $3,817+20.6% | $4,028+14.3% |
| Admin fee / account holder | $8,353 | $3,102+169.3% | $3,225+159.0% | $5,403+54.6% |