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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 | $96,756 | $54,357+78.0% | $82,706+17.0% | $68,495+41.3% |
| Participation rate | 47.5% | 63.9%-16.4pp | 72.6%-25.1pp | 67.9%-20.4pp |
| Annual return | -18.14% | -13.67%-4.5pp | 701.76%-719.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,581 | $3,246+10.3% | $4,394-18.5% | $4,028-11.1% |
| Admin fee / account holder | $4,977 | $4,396+13.2% | $5,329-6.6% | $5,403-7.9% |