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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 | $91,884 | $53,546+71.6% | $69,884+31.5% | $68,486+34.2% |
| Participation rate | 44.6% | 64.5%-19.9pp | 70.5%-25.9pp | 67.9%-23.3pp |
| Annual return | -12.11% | -13.87%+1.8pp | 190.81%-202.9pp | -7.85%-4.3pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,041 | $2,957+70.5% | $3,848+31.0% | $4,028+25.2% |
| Admin fee / account holder | $41,892 | $4,693+792.7% | $6,266+568.5% | $5,404+675.2% |