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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 | $137,388 | $59,813+129.7% | $79,580+72.6% | $68,486+100.6% |
| Participation rate | 54.2% | 61.1%-6.9pp | 69.5%-15.3pp | 67.9%-13.7pp |
| Annual return | -16.02% | -12.30%-3.7pp | 0.15%-16.2pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,578 | $3,024+18.3% | $3,985-10.2% | $4,028-11.2% |
| Admin fee / account holder | $12,446 | $4,835+157.4% | $6,835+82.1% | $5,404+130.3% |