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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 | $61,199 | $59,834+2.3% | $79,576-23.1% | $68,495-10.7% |
| Participation rate | 27.6% | 61.1%-33.5pp | 69.5%-41.9pp | 67.9%-40.3pp |
| Annual return | -15.00% | -12.30%-2.7pp | 0.15%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,452 | $3,024-18.9% | $3,985-38.5% | $4,028-39.1% |
| Admin fee / account holder | $4,848 | $4,835+0.3% | $6,834-29.1% | $5,403-10.3% |