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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 | $57,458 | $59,834-4.0% | $79,576-27.8% | $68,495-16.1% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -16.14% | -12.30%-3.8pp | 0.15%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,034 | $3,024+66.4% | $3,985+26.3% | $4,028+25.0% |
| Admin fee / account holder | $10,376 | $4,835+114.6% | $6,834+51.8% | $5,403+92.0% |