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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 | $93,460 | $46,689+100.2% | $117,498-20.5% | $68,495+36.4% |
| Participation rate | 14.0% | 56.8%-42.8pp | 70.6%-56.7pp | 67.9%-53.9pp |
| Annual return | -11.07% | -14.52%+3.4pp | 29.75%-40.8pp | -7.84%-3.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,570 | $2,637-40.4% | $4,071-61.4% | $4,028-61.0% |
| Admin fee / account holder | $7,160 | $4,021+78.1% | $5,646+26.8% | $5,403+32.5% |