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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 | $205,547 | $73,009+181.5% | $90,760+126.5% | $68,486+200.1% |
| Participation rate | 46.7% | 70.8%-24.2pp | 75.7%-29.0pp | 67.9%-21.2pp |
| Annual return | -14.42% | -13.81%-0.6pp | -12.16%-2.3pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,499 | $3,626+51.6% | $4,565+20.5% | $4,028+36.5% |
| Admin fee / account holder | $41,704 | $5,896+607.4% | $8,444+393.9% | $5,404+671.7% |