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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 | $112,967 | $71,873+57.2% | $86,698+30.3% | $68,490+64.9% |
| Participation rate | 50.6% | 72.2%-21.6pp | 76.6%-25.9pp | 67.9%-17.2pp |
| Annual return | -12.28% | 3.54%-15.8pp | 35.96%-48.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,893 | $3,779+3.0% | $4,656-16.4% | $4,028-3.3% |
| Admin fee / account holder | $653 | $6,110-89.3% | $7,492-91.3% | $5,403-87.9% |