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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 | $112,799 | $59,813+88.6% | $79,580+41.7% | $68,486+64.7% |
| Participation rate | 44.8% | 61.1%-16.2pp | 69.5%-24.7pp | 67.9%-23.1pp |
| Annual return | -17.57% | -12.30%-5.3pp | 0.15%-17.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,505 | $3,024-50.2% | $3,985-62.2% | $4,028-62.6% |
| Admin fee / account holder | $7,568 | $4,835+56.5% | $6,835+10.7% | $5,404+40.0% |