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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 | $93,725 | $71,872+30.4% | $86,691+8.1% | $68,495+36.8% |
| Participation rate | 55.6% | 72.2%-16.7pp | 76.6%-21.0pp | 67.9%-12.3pp |
| Annual return | -15.26% | 3.53%-18.8pp | 35.94%-51.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,192 | $3,779+116.8% | $4,656+76.0% | $4,028+103.4% |
| Admin fee / account holder | $4,299 | $6,112-29.7% | $7,492-42.6% | $5,403-20.4% |