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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 | $129,233 | $81,870+57.9% | $119,622+8.0% | $68,486+88.7% |
| Participation rate | 36.0% | 71.9%-35.9pp | 79.3%-43.3pp | 67.9%-31.9pp |
| Annual return | -14.52% | -23.82%+9.3pp | -14.98%+0.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,180 | $4,148-47.5% | $5,601-61.1% | $4,028-45.9% |
| Admin fee / account holder | $6,678 | $6,583+1.4% | $10,328-35.3% | $5,404+23.6% |