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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 | $142,898 | $81,870+74.5% | $119,622+19.5% | $68,486+108.7% |
| Participation rate | 25.0% | 71.9%-46.9pp | 79.3%-54.3pp | 67.9%-42.9pp |
| Annual return | -14.58% | -23.82%+9.2pp | -14.98%+0.4pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,420 | $4,148-41.7% | $5,601-56.8% | $4,028-39.9% |
| Admin fee / account holder | $15,813 | $6,583+140.2% | $10,328+53.1% | $5,404+192.6% |