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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 | $113,990 | $69,012+65.2% | $160,009-28.8% | $68,486+66.4% |
| Participation rate | 67.3% | 65.4%+1.9pp | 78.0%-10.6pp | 67.9%-0.5pp |
| Annual return | -15.52% | -9.65%-5.9pp | 408.85%-424.4pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,369 | $4,212+27.5% | $6,183-13.2% | $4,028+33.3% |
| Admin fee / account holder | $2,980 | $4,798-37.9% | $8,715-65.8% | $5,404-44.9% |