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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 | $82,549 | $71,873+14.9% | $86,698-4.8% | $68,490+20.5% |
| Participation rate | 22.6% | 72.2%-49.7pp | 76.6%-54.0pp | 67.9%-45.3pp |
| Annual return | -11.84% | 3.54%-15.4pp | 35.96%-47.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,464 | $3,779-34.8% | $4,656-47.1% | $4,028-38.8% |
| Admin fee / account holder | $2,101 | $6,110-65.6% | $7,492-72.0% | $5,403-61.1% |