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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 | $87,745 | $46,697+87.9% | $117,533-25.3% | $68,486+28.1% |
| Participation rate | 28.9% | 56.8%-27.8pp | 70.6%-41.7pp | 67.9%-38.9pp |
| Annual return | -17.42% | -14.52%-2.9pp | 29.77%-47.2pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,376 | $2,637-9.9% | $4,072-41.7% | $4,028-41.0% |
| Admin fee / account holder | $3,165 | $4,023-21.3% | $5,647-43.9% | $5,404-41.4% |