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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 | $62,150 | $56,339+10.3% | $104,299-40.4% | $68,490-9.3% |
| Participation rate | 53.8% | 63.3%-9.4pp | 73.3%-19.4pp | 67.9%-14.1pp |
| Annual return | -12.03% | -9.19%-2.8pp | 24.62%-36.7pp | -7.85%-4.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,347 | $3,077-23.7% | $4,626-49.3% | $4,028-41.7% |
| Admin fee / account holder | $8,794 | $4,902+79.4% | $7,339+19.8% | $5,403+62.8% |