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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 | $167,394 | $62,583+167.5% | $76,767+118.1% | $64,173+160.8% |
| Participation rate | 31.6% | 72.8%-41.2pp | 77.0%-45.4pp | 69.6%-38.0pp |
| Annual return | -5.16% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,722 | $3,145-45.2% | $3,852-55.3% | $3,470-50.4% |
| Admin fee / account holder | $23,993 | $4,667+414.1% | $6,675+259.4% | $4,887+390.9% |