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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 | $84,413 | $59,819+41.1% | $79,583+6.1% | $68,490+23.2% |
| Participation rate | 36.4% | 61.1%-24.7pp | 69.5%-33.1pp | 67.9%-31.5pp |
| Annual return | -11.58% | -12.30%+0.7pp | 0.16%-11.7pp | -7.85%-3.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,292 | $3,025+41.9% | $3,986+7.7% | $4,028+6.6% |
| Admin fee / account holder | $19,448 | $4,835+302.2% | $6,835+184.5% | $5,403+260.0% |