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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 | $83,935 | $53,596+56.6% | $90,657-7.4% | $64,173+30.8% |
| Participation rate | 54.9% | 64.5%-9.6pp | 74.0%-19.1pp | 69.6%-14.7pp |
| Annual return | -2.85% | 4.41%-7.3pp | 1.89%-4.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,329 | $2,459-5.3% | $3,424-32.0% | $3,470-32.9% |
| Admin fee / account holder | $2,241 | $3,868-42.1% | $4,994-55.1% | $4,887-54.2% |