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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 | $32,067 | $59,819-46.4% | $79,583-59.7% | $68,490-53.2% |
| Participation rate | 69.6% | 61.1%+8.5pp | 69.5%+0.1pp | 67.9%+1.7pp |
| Annual return | -17.48% | -12.30%-5.2pp | 0.16%-17.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,537 | $3,025+50.0% | $3,986+13.8% | $4,028+12.6% |
| Admin fee / account holder | $1,328 | $4,835-72.5% | $6,835-80.6% | $5,403-75.4% |