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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 | $99,357 | $59,819+66.1% | $79,583+24.8% | $68,490+45.1% |
| Participation rate | 37.7% | 61.1%-23.3pp | 69.5%-31.8pp | 67.9%-30.2pp |
| Annual return | -18.79% | -12.30%-6.5pp | 0.16%-18.9pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,704 | $3,025-43.7% | $3,986-57.2% | $4,028-57.7% |
| Admin fee / account holder | $2,999 | $4,835-38.0% | $6,835-56.1% | $5,403-44.5% |