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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 | $115,862 | $77,817+48.9% | $123,553-6.2% | $64,173+80.5% |
| Participation rate | 62.8% | 74.7%-11.9pp | 82.3%-19.5pp | 69.6%-6.8pp |
| Annual return | -7.70% | 12.49%-20.2pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,049 | $5,240+53.6% | $6,426+25.3% | $3,470+132.0% |
| Admin fee / account holder | $1,614 | $5,519-70.8% | $9,284-82.6% | $4,887-67.0% |