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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 | $104,740 | $59,834+75.1% | $79,576+31.6% | $68,495+52.9% |
| Participation rate | 27.7% | 61.1%-33.4pp | 69.5%-41.8pp | 67.9%-40.2pp |
| Annual return | -15.60% | -12.30%-3.3pp | 0.15%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,781 | $3,024-41.1% | $3,985-55.3% | $4,028-55.8% |
| Admin fee / account holder | $3,197 | $4,835-33.9% | $6,834-53.2% | $5,403-40.8% |