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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 | $74,948 | $73,848+1.5% | $143,799-47.9% | $68,486+9.4% |
| Participation rate | 27.6% | 66.7%-39.1pp | 80.3%-52.8pp | 67.9%-40.3pp |
| Annual return | -18.23% | 0.91%-19.1pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $198 | $3,184-93.8% | $4,952-96.0% | $2,597-92.4% |
| Participant deferral / active EE | $2,768 | $3,385-18.2% | $5,638-50.9% | $4,028-31.3% |
| Admin fee / account holder | $1,684 | $5,755-70.7% | $14,677-88.5% | $5,404-68.8% |