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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 | $79,119 | $71,873+10.1% | $86,698-8.7% | $68,490+15.5% |
| Participation rate | 31.3% | 72.2%-41.0pp | 76.6%-45.3pp | 67.9%-36.6pp |
| Annual return | -18.06% | 3.54%-21.6pp | 35.96%-54.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,986 | $3,779-21.0% | $4,656-35.9% | $4,028-25.9% |
| Admin fee / account holder | $21,244 | $6,110+247.7% | $7,492+183.6% | $5,403+293.2% |