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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 | $72,188 | $56,339+28.1% | $104,301-30.8% | $68,486+5.4% |
| Participation rate | 44.4% | 63.3%-18.8pp | 73.3%-28.8pp | 67.9%-23.4pp |
| Annual return | -15.67% | -9.19%-6.5pp | 24.61%-40.3pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,007 | $3,077+62.7% | $4,626+8.2% | $4,028+24.3% |
| Admin fee / account holder | $7,366 | $4,902+50.3% | $7,340+0.3% | $5,404+36.3% |