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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 | $92,398 | $56,339+64.0% | $104,299-11.4% | $68,490+34.9% |
| Participation rate | 58.8% | 63.3%-4.4pp | 73.3%-14.5pp | 67.9%-9.1pp |
| Annual return | -12.48% | -9.19%-3.3pp | 24.62%-37.1pp | -7.85%-4.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,488 | $3,077-19.1% | $4,626-46.2% | $4,028-38.2% |
| Admin fee / account holder | $11,171 | $4,902+127.9% | $7,339+52.2% | $5,403+106.8% |