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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 | $94,677 | $69,012+37.2% | $160,009-40.8% | $68,486+38.2% |
| Participation rate | 24.0% | 65.4%-41.4pp | 78.0%-54.0pp | 67.9%-43.9pp |
| Annual return | -18.44% | -9.65%-8.8pp | 408.85%-427.3pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,098 | $4,212-50.2% | $6,183-66.1% | $4,028-47.9% |
| Admin fee / account holder | $824 | $4,798-82.8% | $8,715-90.5% | $5,404-84.7% |