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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 | $65,984 | $59,813+10.3% | $79,580-17.1% | $68,486-3.7% |
| Participation rate | 51.4% | 61.1%-9.7pp | 69.5%-18.1pp | 67.9%-16.5pp |
| Annual return | -17.47% | -12.30%-5.2pp | 0.15%-17.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,846 | $3,024+27.2% | $3,985-3.5% | $4,028-4.5% |
| Admin fee / account holder | $14,400 | $4,835+197.8% | $6,835+110.7% | $5,404+166.5% |