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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 | $90,603 | $71,873+26.1% | $86,698+4.5% | $68,490+32.3% |
| Participation rate | 61.4% | 72.2%-10.8pp | 76.6%-15.2pp | 67.9%-6.5pp |
| Annual return | -18.22% | 3.54%-21.8pp | 35.96%-54.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,182 | $3,779-15.8% | $4,656-31.7% | $4,028-21.0% |
| Admin fee / account holder | $4,391 | $6,110-28.1% | $7,492-41.4% | $5,403-18.7% |