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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 | $67,291 | $59,813+12.5% | $79,580-15.4% | $68,486-1.7% |
| Participation rate | 36.4% | 61.1%-24.7pp | 69.5%-33.1pp | 67.9%-31.5pp |
| Annual return | -16.73% | -12.30%-4.4pp | 0.15%-16.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,215 | $3,024+6.3% | $3,985-19.3% | $4,028-20.2% |
| Admin fee / account holder | $2,357 | $4,835-51.2% | $6,835-65.5% | $5,404-56.4% |