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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 | $78,918 | $48,267+63.5% | $68,794+14.7% | $68,495+15.2% |
| Participation rate | 51.9% | 60.7%-8.8pp | 69.0%-17.2pp | 67.9%-16.0pp |
| Annual return | -11.13% | -12.70%+1.6pp | -6.37%-4.8pp | -7.84%-3.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,704 | $2,867-5.7% | $3,941-31.4% | $4,028-32.9% |
| Admin fee / account holder | $4,859 | $4,362+11.4% | $4,934-1.5% | $5,403-10.1% |