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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 | $86,398 | $72,404+19.3% | $110,243-21.6% | $64,173+34.6% |
| Participation rate | 56.7% | 73.3%-16.7pp | 79.8%-23.2pp | 69.6%-12.9pp |
| Annual return | -7.58% | -6.29%-1.3pp | 314.76%-322.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,453 | $3,469-29.3% | $4,672-47.5% | $3,470-29.3% |
| Admin fee / account holder | $881 | $5,664-84.4% | $8,548-89.7% | $4,887-82.0% |