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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 | $91,084 | $81,870+11.3% | $119,634-23.9% | $68,490+33.0% |
| Participation rate | 23.8% | 71.9%-48.1pp | 79.3%-55.5pp | 67.9%-44.1pp |
| Annual return | -17.53% | -23.82%+6.3pp | -14.98%-2.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,192 | $4,148-47.2% | $5,601-60.9% | $4,028-45.6% |
| Admin fee / account holder | $3,080 | $6,583-53.2% | $10,329-70.2% | $5,403-43.0% |