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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 | $63,960 | $48,267+32.5% | $68,794-7.0% | $68,495-6.6% |
| Participation rate | 25.3% | 60.7%-35.4pp | 69.0%-43.7pp | 67.9%-42.6pp |
| Annual return | -15.56% | -12.70%-2.9pp | -6.37%-9.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $46 | $1,829-97.5% | $2,656-98.3% | $2,596-98.2% |
| Participant deferral / active EE | $923 | $2,867-67.8% | $3,941-76.6% | $4,028-77.1% |
| Admin fee / account holder | $1,952 | $4,362-55.3% | $4,934-60.4% | $5,403-63.9% |