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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 | $127,577 | $77,817+63.9% | $123,553+3.3% | $64,173+98.8% |
| Participation rate | 62.1% | 74.7%-12.6pp | 82.3%-20.2pp | 69.6%-7.5pp |
| Annual return | -3.18% | 12.49%-15.7pp | 119.21%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,270 | $5,240-18.5% | $6,426-33.5% | $3,470+23.1% |
| Admin fee / account holder | $9,125 | $5,519+65.3% | $9,284-1.7% | $4,887+86.7% |