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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 | $71,698 | $53,596+33.8% | $90,657-20.9% | $64,173+11.7% |
| Participation rate | 53.2% | 64.5%-11.3pp | 74.0%-20.8pp | 69.6%-16.3pp |
| Annual return | -5.71% | 4.41%-10.1pp | 1.89%-7.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,737 | $2,459+11.3% | $3,424-20.1% | $3,470-21.1% |
| Admin fee / account holder | $3,251 | $3,868-16.0% | $4,994-34.9% | $4,887-33.5% |