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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 | $108,042 | $59,813+80.6% | $79,580+35.8% | $68,486+57.8% |
| Participation rate | 35.8% | 61.1%-25.3pp | 69.5%-33.7pp | 67.9%-32.1pp |
| Annual return | -13.58% | -12.30%-1.3pp | 0.15%-13.7pp | -7.85%-5.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,442 | $3,024-19.3% | $3,985-38.7% | $4,028-39.4% |
| Admin fee / account holder | $8,798 | $4,835+82.0% | $6,835+28.7% | $5,404+62.8% |