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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 | $59,531 | $53,596+11.1% | $90,657-34.3% | $64,173-7.2% |
| Participation rate | 63.9% | 64.5%-0.6pp | 74.0%-10.1pp | 69.6%-5.7pp |
| Annual return | -5.42% | 4.41%-9.8pp | 1.89%-7.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,777 | $2,459+12.9% | $3,424-18.9% | $3,470-20.0% |
| Admin fee / account holder | $6,513 | $3,868+68.4% | $4,994+30.4% | $4,887+33.3% |