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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 | $69,103 | $73,009-5.3% | $90,760-23.9% | $68,486+0.9% |
| Participation rate | 30.6% | 70.8%-40.3pp | 75.7%-45.1pp | 67.9%-37.3pp |
| Annual return | -12.81% | -13.81%+1.0pp | -12.16%-0.7pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,781 | $3,626-50.9% | $4,565-61.0% | $4,028-55.8% |
| Admin fee / account holder | $9,228 | $5,896+56.5% | $8,444+9.3% | $5,404+70.8% |