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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 | $88,022 | $71,878+22.5% | $86,698+1.5% | $68,486+28.5% |
| Participation rate | 43.8% | 72.2%-28.4pp | 76.6%-32.8pp | 67.9%-24.1pp |
| Annual return | -17.25% | 3.53%-20.8pp | 35.95%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,094 | $3,779-18.1% | $4,656-33.5% | $4,028-23.2% |
| Admin fee / account holder | $1,338 | $6,113-78.1% | $7,493-82.1% | $5,404-75.2% |