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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 | $118,661 | $92,219+28.7% | $76,767+54.6% | $135,380-12.3% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -5.23% | 5.46%-10.7pp | 2.43%-7.7pp | 519.81%-525.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,598 | $4,508-42.4% | $3,852-32.5% | $5,609-53.7% |
| Admin fee / account holder | $24,036 | $10,749+123.6% | $6,675+260.1% | $10,828+122.0% |