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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 | $31,290 | $46,697-33.0% | $117,529-73.4% | $68,490-54.3% |
| Participation rate | 69.0% | 56.8%+12.2pp | 70.6%-1.6pp | 67.9%+1.1pp |
| Annual return | -17.37% | -14.52%-2.9pp | 29.77%-47.1pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,222 | $2,637+60.1% | $4,072+3.7% | $4,028+4.8% |
| Admin fee / account holder | $5,274 | $4,023+31.1% | $5,645-6.6% | $5,403-2.4% |