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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 | $85,073 | $59,834+42.2% | $79,576+6.9% | $68,495+24.2% |
| Participation rate | 46.5% | 61.1%-14.6pp | 69.5%-23.0pp | 67.9%-21.4pp |
| Annual return | -17.08% | -12.30%-4.8pp | 0.15%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,097 | $3,024+35.5% | $3,985+2.8% | $4,028+1.7% |
| Admin fee / account holder | $4,546 | $4,835-6.0% | $6,834-33.5% | $5,403-15.9% |