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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 | $77,909 | $71,878+8.4% | $86,698-10.1% | $68,486+13.8% |
| Participation rate | 31.4% | 72.2%-40.8pp | 76.6%-45.2pp | 67.9%-36.5pp |
| Annual return | -18.22% | 3.53%-21.8pp | 35.95%-54.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,128 | $3,779-43.7% | $4,656-54.3% | $4,028-47.2% |
| Admin fee / account holder | $5,061 | $6,113-17.2% | $7,493-32.4% | $5,404-6.3% |