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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 | $179,027 | $73,867+142.4% | $143,770+24.5% | $68,498+161.4% |
| Participation rate | 45.2% | 66.7%-21.4pp | 80.3%-35.1pp | 67.9%-22.7pp |
| Annual return | -15.65% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,744 | $3,384+40.2% | $5,638-15.8% | $4,027+17.8% |
| Admin fee / account holder | $25,152 | $5,755+337.1% | $14,673+71.4% | $5,403+365.5% |