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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 | $68,187 | $57,352+18.9% | $83,830-18.7% | $64,173+6.3% |
| Participation rate | 53.2% | 68.6%-15.4pp | 76.1%-23.0pp | 69.6%-16.4pp |
| Annual return | -5.43% | 11.38%-16.8pp | 850.97%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,885 | $2,993-3.6% | $4,082-29.3% | $3,470-16.8% |
| Admin fee / account holder | $508 | $4,046-87.4% | $5,479-90.7% | $4,887-89.6% |