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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 | $105,713 | $75,935+39.2% | $60,547+74.6% | $125,389-15.7% |
| Participation rate | 28.6% | 76.5%-48.0pp | 68.0%-39.4pp | 83.2%-54.6pp |
| Annual return | -3.45% | -5.38%+1.9pp | 335.64%-339.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,365 | $4,506-69.7% | $3,328-59.0% | $5,352-74.5% |
| Admin fee / account holder | $3,824 | $6,768-43.5% | $4,536-15.7% | $9,541-59.9% |