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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 | $159,360 | $59,813+166.4% | $79,580+100.3% | $68,486+132.7% |
| Participation rate | 35.7% | 61.1%-25.4pp | 69.5%-33.8pp | 67.9%-32.2pp |
| Annual return | -12.98% | -12.30%-0.7pp | 0.15%-13.1pp | -7.85%-5.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,724 | $3,024-43.0% | $3,985-56.7% | $4,028-57.2% |
| Admin fee / account holder | $9,027 | $4,835+86.7% | $6,835+32.1% | $5,404+67.0% |