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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 | $90,153 | $64,716+39.3% | $112,258-19.7% | $68,495+31.6% |
| Participation rate | 25.4% | 67.2%-41.8pp | 75.1%-49.7pp | 67.9%-42.5pp |
| Annual return | -18.55% | -11.40%-7.2pp | 27.47%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,101 | $3,565-41.1% | $4,728-55.6% | $4,028-47.8% |
| Admin fee / account holder | $12,077 | $5,232+130.8% | $6,411+88.4% | $5,403+123.5% |