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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 | $58,767 | $54,726+7.4% | $68,793-14.6% | $64,181-8.4% |
| Participation rate | 25.8% | 68.0%-42.2pp | 72.2%-46.4pp | 69.6%-43.8pp |
| Annual return | -2.54% | -1.62%-0.9pp | -4.63%+2.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,507 | $2,626-42.6% | $3,311-54.5% | $3,470-56.6% |
| Admin fee / account holder | $45,624 | $4,027+1033.0% | $5,131+789.2% | $4,887+833.5% |