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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 | $80,788 | $45,872+76.1% | $77,081+4.8% | $68,495+17.9% |
| Participation rate | 44.9% | 55.9%-11.0pp | 67.9%-23.0pp | 67.9%-23.0pp |
| Annual return | -17.27% | 1.73%-19.0pp | 42.33%-59.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,180 | $2,963+41.1% | $4,428-5.6% | $4,028+3.8% |
| Admin fee / account holder | $11,741 | $3,041+286.1% | $5,427+116.4% | $5,403+117.3% |