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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 | $168,073 | $73,863+127.5% | $143,797+16.9% | $68,490+145.4% |
| Participation rate | 52.3% | 66.7%-14.4pp | 80.3%-28.0pp | 67.9%-15.6pp |
| Annual return | -15.46% | 0.91%-16.4pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,912 | $3,385+192.9% | $5,638+75.8% | $4,028+146.1% |
| Admin fee / account holder | $1,823 | $5,756-68.3% | $14,679-87.6% | $5,403-66.3% |