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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 | $76,083 | $59,813+27.2% | $79,580-4.4% | $68,486+11.1% |
| Participation rate | 45.0% | 61.1%-16.1pp | 69.5%-24.5pp | 67.9%-22.9pp |
| Annual return | -16.28% | -12.30%-4.0pp | 0.15%-16.4pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,626 | $3,024+19.9% | $3,985-9.0% | $4,028-10.0% |
| Admin fee / account holder | $14,330 | $4,835+196.4% | $6,835+109.7% | $5,404+165.2% |