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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 | $75,497 | $71,873+5.0% | $86,698-12.9% | $68,490+10.2% |
| Participation rate | 55.0% | 72.2%-17.2pp | 76.6%-21.6pp | 67.9%-12.9pp |
| Annual return | -15.30% | 3.54%-18.8pp | 35.96%-51.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,889 | $3,779-23.5% | $4,656-37.9% | $4,028-28.3% |
| Admin fee / account holder | $1,098 | $6,110-82.0% | $7,492-85.3% | $5,403-79.7% |