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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 | $93,630 | $53,546+74.9% | $69,884+34.0% | $68,486+36.7% |
| Participation rate | 29.4% | 64.5%-35.1pp | 70.5%-41.1pp | 67.9%-38.5pp |
| Annual return | -11.90% | -13.87%+2.0pp | 190.81%-202.7pp | -7.85%-4.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,140 | $2,957-61.4% | $3,848-70.4% | $4,028-71.7% |
| Admin fee / account holder | $15,738 | $4,693+235.4% | $6,266+151.1% | $5,404+191.2% |