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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 | $70,004 | $56,484+23.9% | $169,452-58.7% | $64,173+9.1% |
| Participation rate | 41.2% | 64.5%-23.4pp | 77.8%-36.6pp | 69.6%-28.4pp |
| Annual return | -2.26% | -1.55%-0.7pp | 1.83%-4.1pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,647 | $3,448-52.2% | $5,277-68.8% | $3,470-52.5% |
| Admin fee / account holder | $341 | $4,174-91.8% | $9,110-96.3% | $4,887-93.0% |