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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 | $76,636 | $64,729+18.4% | $112,263-31.7% | $68,490+11.9% |
| Participation rate | 42.9% | 67.2%-24.3pp | 75.1%-32.2pp | 67.9%-25.0pp |
| Annual return | -15.47% | -11.40%-4.1pp | 27.49%-43.0pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,600 | $3,566+1.0% | $4,729-23.9% | $4,028-10.6% |
| Admin fee / account holder | $19,324 | $5,222+270.1% | $6,410+201.4% | $5,403+257.7% |