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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 | $107,858 | $42,383+154.5% | $76,518+41.0% | $64,173+68.1% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | -4.48% | -16.54%+12.1pp | -0.27%-4.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,435 | $2,566-5.1% | $3,836-36.5% | $3,470-29.8% |
| Admin fee / account holder | $6,790 | $3,198+112.3% | $4,849+40.0% | $4,887+38.9% |