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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 | $113,527 | $59,813+89.8% | $79,580+42.7% | $68,486+65.8% |
| Participation rate | 39.5% | 61.1%-21.5pp | 69.5%-30.0pp | 67.9%-28.4pp |
| Annual return | -19.35% | -12.30%-7.1pp | 0.15%-19.5pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,116 | $3,024+36.1% | $3,985+3.3% | $4,028+2.2% |
| Admin fee / account holder | $1,163 | $4,835-75.9% | $6,835-83.0% | $5,404-78.5% |