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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 | $119,878 | $71,878+66.8% | $86,698+38.3% | $68,486+75.0% |
| Participation rate | 49.5% | 72.2%-22.8pp | 76.6%-27.1pp | 67.9%-18.4pp |
| Annual return | -13.95% | 3.53%-17.5pp | 35.95%-49.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,034 | $3,779+6.8% | $4,656-13.4% | $4,028+0.2% |
| Admin fee / account holder | $7,354 | $6,113+20.3% | $7,493-1.8% | $5,404+36.1% |