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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 | $62,185 | $59,813+4.0% | $79,580-21.9% | $68,486-9.2% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.5%-12.3pp | 67.9%-10.8pp |
| Annual return | -14.84% | -12.30%-2.5pp | 0.15%-15.0pp | -7.85%-7.0pp |
| Employer contribution / active EE | $18 | $1,505-98.8% | $2,413-99.2% | $2,597-99.3% |
| Participant deferral / active EE | $2,841 | $3,024-6.1% | $3,985-28.7% | $4,028-29.5% |
| Admin fee / account holder | $2,644 | $4,835-45.3% | $6,835-61.3% | $5,404-51.1% |