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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 | $83,440 | $54,370+53.5% | $82,763+0.8% | $68,490+21.8% |
| Participation rate | 47.2% | 63.9%-16.7pp | 72.6%-25.3pp | 67.9%-20.7pp |
| Annual return | 5.02% | -13.67%+18.7pp | 702.45%-697.4pp | -7.85%+12.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,236 | $3,247-0.3% | $4,395-26.4% | $4,028-19.7% |
| Admin fee / account holder | $3,012 | $4,398-31.5% | $5,325-43.4% | $5,403-44.3% |