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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 | $89,954 | $59,834+50.3% | $79,576+13.0% | $68,495+31.3% |
| Participation rate | 31.6% | 61.1%-29.5pp | 69.5%-37.9pp | 67.9%-36.3pp |
| Annual return | -11.57% | -12.30%+0.7pp | 0.15%-11.7pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,829 | $3,024-39.5% | $3,985-54.1% | $4,028-54.6% |
| Admin fee / account holder | $675 | $4,835-86.0% | $6,834-90.1% | $5,403-87.5% |