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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 | $69,918 | $73,009-4.2% | $90,760-23.0% | $68,486+2.1% |
| Participation rate | 66.7% | 70.8%-4.2pp | 75.7%-9.0pp | 67.9%-1.2pp |
| Annual return | -16.76% | -13.81%-2.9pp | -12.16%-4.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,929 | $3,626-19.2% | $4,565-35.8% | $4,028-27.3% |
| Admin fee / account holder | $9,649 | $5,896+63.7% | $8,444+14.3% | $5,404+78.6% |