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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 | $74,595 | $64,716+15.3% | $112,258-33.6% | $68,495+8.9% |
| Participation rate | 44.4% | 67.2%-22.7pp | 75.1%-30.6pp | 67.9%-23.4pp |
| Annual return | -16.22% | -11.40%-4.8pp | 27.47%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,469 | $3,565-30.8% | $4,728-47.8% | $4,028-38.7% |
| Admin fee / account holder | $32,043 | $5,232+512.5% | $6,411+399.8% | $5,403+493.0% |