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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 | $151,622 | $62,583+142.3% | $76,767+97.5% | $64,173+136.3% |
| Participation rate | 45.5% | 72.8%-27.4pp | 77.0%-31.5pp | 69.6%-24.1pp |
| Annual return | -6.26% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,492 | $3,145-20.8% | $3,852-35.3% | $3,470-28.2% |
| Admin fee / account holder | $450 | $4,667-90.4% | $6,675-93.3% | $4,887-90.8% |