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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 | $93,281 | $68,495+36.2% | $57,833+61.3% | $68,495+36.2% |
| Participation rate | 48.6% | 67.9%-19.2pp | 74.3%-25.7pp | 67.9%-19.2pp |
| Annual return | -17.29% | -7.84%-9.5pp | -19.59%+2.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,596-100.0% | $1,981-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,358 | $4,028-16.6% | $5,848-42.6% | $4,028-16.6% |
| Admin fee / account holder | $847 | $5,403-84.3% | $1,101-23.0% | $5,403-84.3% |