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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 | $127,473 | $69,977+82.2% | $108,582+17.4% | $62,881+102.7% |
| Participation rate | 59.6% | 72.9%-13.3pp | 79.6%-20.0pp | 69.3%-9.7pp |
| Annual return | 5.81% | 10.73%-4.9pp | -51.70%+57.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,487 | $3,165+10.2% | $4,311-19.1% | $3,203+8.9% |
| Admin fee / account holder | $22,600 | $5,076+345.2% | $7,645+195.6% | $4,296+426.1% |