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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 | $96,456 | $71,873+34.2% | $86,698+11.3% | $68,490+40.8% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -18.40% | 3.54%-21.9pp | 35.96%-54.4pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,280 | $3,779-39.7% | $4,656-51.0% | $4,028-43.4% |
| Admin fee / account holder | $1,025 | $6,110-83.2% | $7,492-86.3% | $5,403-81.0% |