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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 | $81,842 | $46,689+75.3% | $117,498-30.3% | $68,495+19.5% |
| Participation rate | 30.8% | 56.8%-26.0pp | 70.6%-39.8pp | 67.9%-37.1pp |
| Annual return | -10.58% | -14.52%+3.9pp | 29.75%-40.3pp | -7.84%-2.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,491 | $2,637+70.3% | $4,071+10.3% | $4,028+11.5% |
| Admin fee / account holder | $3,239 | $4,021-19.4% | $5,646-42.6% | $5,403-40.0% |