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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 | $64,490 | $50,947+26.6% | $74,549-13.5% | $64,173+0.5% |
| Participation rate | 39.7% | 61.1%-21.3pp | 69.1%-29.4pp | 69.6%-29.8pp |
| Annual return | -2.19% | -1.85%-0.3pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,305 | $2,302+0.2% | $3,108-25.8% | $3,470-33.6% |
| Admin fee / account holder | $1,469 | $4,221-65.2% | $5,059-71.0% | $4,887-70.0% |