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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 | $140,330 | $84,518+66.0% | $67,704+107.3% | $125,389+11.9% |
| Participation rate | 60.0% | 74.8%-14.8pp | 67.5%-7.5pp | 83.2%-23.2pp |
| Annual return | -1.03% | 2.57%-3.6pp | 25.41%-26.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,263 | $4,430-26.3% | $3,585-9.0% | $5,352-39.0% |
| Admin fee / account holder | $614 | $5,340-88.5% | $4,255-85.6% | $9,541-93.6% |