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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 | $75,240 | $54,370+38.4% | $82,763-9.1% | $68,490+9.9% |
| Participation rate | 52.4% | 63.9%-11.5pp | 72.6%-20.2pp | 67.9%-15.5pp |
| Annual return | -10.46% | -13.67%+3.2pp | 702.45%-712.9pp | -7.85%-2.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,001 | $3,247+23.2% | $4,395-9.0% | $4,028-0.7% |
| Admin fee / account holder | $2,844 | $4,398-35.3% | $5,325-46.6% | $5,403-47.4% |