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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 | $75,152 | $62,583+20.1% | $76,767-2.1% | $64,173+17.1% |
| Participation rate | 45.2% | 72.8%-27.6pp | 77.0%-31.8pp | 69.6%-24.4pp |
| Annual return | -3.83% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,518 | $3,145-19.9% | $3,852-34.6% | $3,470-27.4% |
| Admin fee / account holder | $501 | $4,667-89.3% | $6,675-92.5% | $4,887-89.8% |