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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 | $117,943 | $45,872+157.1% | $77,096+53.0% | $68,486+72.2% |
| Participation rate | 34.5% | 55.9%-21.4pp | 67.9%-33.4pp | 67.9%-33.4pp |
| Annual return | -18.87% | 1.73%-20.6pp | 42.35%-61.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,653 | $2,963-44.2% | $4,429-62.7% | $4,028-58.9% |
| Admin fee / account holder | $7,470 | $3,041+145.6% | $5,428+37.6% | $5,404+38.2% |