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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 | $132,465 | $64,716+104.7% | $112,258+18.0% | $68,495+93.4% |
| Participation rate | 32.4% | 67.2%-34.8pp | 75.1%-42.7pp | 67.9%-35.5pp |
| Annual return | -15.99% | -11.40%-4.6pp | 27.47%-43.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,829 | $3,565+7.4% | $4,728-19.0% | $4,028-4.9% |
| Admin fee / account holder | $31,175 | $5,232+495.9% | $6,411+386.2% | $5,403+477.0% |