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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 | $48,725 | $69,012-29.4% | $160,009-69.5% | $68,486-28.9% |
| Participation rate | 67.6% | 65.4%+2.2pp | 78.0%-10.3pp | 67.9%-0.2pp |
| Annual return | -15.24% | -9.65%-5.6pp | 408.85%-424.1pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,700 | $4,212+11.6% | $6,183-24.0% | $4,028+16.7% |
| Admin fee / account holder | $3,145 | $4,798-34.5% | $8,715-63.9% | $5,404-41.8% |