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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 | $98,897 | $86,705+14.1% | $73,309+34.9% | $125,393-21.1% |
| Participation rate | 68.4% | 78.6%-10.2pp | 74.9%-6.5pp | 83.2%-14.8pp |
| Annual return | -0.60% | 2.78%-3.4pp | 5.67%-6.3pp | 282.23%-282.8pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,556 | $5,549-35.9% | $4,991-28.7% | $5,351-33.5% |
| Admin fee / account holder | $2,418 | $7,772-68.9% | $5,637-57.1% | $9,541-74.7% |