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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 | $133,171 | $59,813+122.6% | $79,580+67.3% | $68,486+94.5% |
| Participation rate | 32.4% | 61.1%-28.6pp | 69.5%-37.1pp | 67.9%-35.5pp |
| Annual return | -18.59% | -12.30%-6.3pp | 0.15%-18.7pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,165 | $3,024-28.4% | $3,985-45.7% | $4,028-46.2% |
| Admin fee / account holder | $2,936 | $4,835-39.3% | $6,835-57.0% | $5,404-45.7% |