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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 | $94,981 | $54,162+75.4% | $68,612+38.4% | $64,173+48.0% |
| Participation rate | 41.7% | 68.1%-26.4pp | 72.2%-30.6pp | 69.6%-27.9pp |
| Annual return | -3.71% | -1.62%-2.1pp | -4.63%+0.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,702 | $2,626-35.2% | $3,311-48.6% | $3,470-51.0% |
| Admin fee / account holder | $10,459 | $4,029+159.6% | $5,131+103.8% | $4,887+114.0% |