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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 | $78,368 | $69,012+13.6% | $160,037-51.0% | $68,490+14.4% |
| Participation rate | 62.1% | 65.4%-3.3pp | 78.0%-15.9pp | 67.9%-5.8pp |
| Annual return | -10.84% | -9.65%-1.2pp | 408.95%-419.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,926 | $4,212-30.5% | $6,184-52.7% | $4,028-27.4% |
| Admin fee / account holder | $3,966 | $4,798-17.3% | $8,716-54.5% | $5,403-26.6% |