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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 | $87,071 | $59,813+45.6% | $79,580+9.4% | $68,486+27.1% |
| Participation rate | 42.5% | 61.1%-18.6pp | 69.5%-27.0pp | 67.9%-25.4pp |
| Annual return | -13.03% | -12.30%-0.7pp | 0.15%-13.2pp | -7.85%-5.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,372 | $3,024-54.6% | $3,985-65.6% | $4,028-65.9% |
| Admin fee / account holder | $2,540 | $4,835-47.5% | $6,835-62.8% | $5,404-53.0% |