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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 | $133,678 | $72,404+84.6% | $110,243+21.3% | $64,173+108.3% |
| Participation rate | 32.6% | 73.3%-40.7pp | 79.8%-47.2pp | 69.6%-37.0pp |
| Annual return | -5.32% | -6.29%+1.0pp | 314.76%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,533 | $3,469+1.8% | $4,672-24.4% | $3,470+1.8% |
| Admin fee / account holder | $1,095 | $5,664-80.7% | $8,548-87.2% | $4,887-77.6% |