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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 | $70,208 | $50,947+37.8% | $74,551-5.8% | $64,173+9.4% |
| Participation rate | 40.3% | 61.1%-20.8pp | 69.1%-28.8pp | 69.6%-29.3pp |
| Annual return | -5.07% | -1.85%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,014 | $2,302-12.5% | $3,108-35.2% | $3,470-42.0% |
| Admin fee / account holder | $11,036 | $4,221+161.4% | $5,059+118.1% | $4,887+125.8% |