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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 | $81,709 | $59,819+36.6% | $79,583+2.7% | $68,490+19.3% |
| Participation rate | 45.6% | 61.1%-15.5pp | 69.5%-23.9pp | 67.9%-22.3pp |
| Annual return | -14.02% | -12.30%-1.7pp | 0.16%-14.2pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,352 | $3,025-22.3% | $3,986-41.0% | $4,028-41.6% |
| Admin fee / account holder | $8,694 | $4,835+79.8% | $6,835+27.2% | $5,403+60.9% |