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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 | $169,942 | $73,848+130.1% | $143,799+18.2% | $68,486+148.1% |
| Participation rate | 23.1% | 66.7%-43.6pp | 80.3%-57.2pp | 67.9%-44.8pp |
| Annual return | -18.03% | 0.91%-18.9pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,533 | $3,385-25.2% | $5,638-55.1% | $4,028-37.1% |
| Admin fee / account holder | $1,956 | $5,755-66.0% | $14,677-86.7% | $5,404-63.8% |