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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 | $75,555 | $42,383+78.3% | $76,518-1.3% | $64,173+17.7% |
| Participation rate | 35.7% | 58.1%-22.4pp | 68.0%-32.3pp | 69.6%-33.9pp |
| Annual return | -3.89% | -16.54%+12.6pp | -0.27%-3.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,110 | $2,566-17.8% | $3,836-45.0% | $3,470-39.2% |
| Admin fee / account holder | $35,012 | $3,198+994.9% | $4,849+622.1% | $4,887+616.4% |