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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 | $101,710 | $73,019+39.3% | $90,766+12.1% | $68,490+48.5% |
| Participation rate | 59.4% | 70.8%-11.4pp | 75.7%-16.3pp | 67.9%-8.5pp |
| Annual return | 10.81% | -13.81%+24.6pp | -12.16%+23.0pp | -7.85%+18.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,765 | $3,626-23.7% | $4,565-39.4% | $4,028-31.3% |
| Admin fee / account holder | $21,625 | $5,897+266.7% | $8,446+156.0% | $5,403+300.3% |