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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 | $118,687 | $81,870+45.0% | $119,622-0.8% | $68,486+73.3% |
| Participation rate | 45.2% | 71.9%-26.7pp | 79.3%-34.1pp | 67.9%-22.7pp |
| Annual return | -12.93% | -23.82%+10.9pp | -14.98%+2.1pp | -7.85%-5.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,648 | $4,148-36.2% | $5,601-52.7% | $4,028-34.3% |
| Admin fee / account holder | $14,934 | $6,583+126.9% | $10,328+44.6% | $5,404+176.4% |