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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 | $105,942 | $57,352+84.7% | $83,830+26.4% | $64,173+65.1% |
| Participation rate | 56.8% | 68.6%-11.8pp | 76.1%-19.4pp | 69.6%-12.8pp |
| Annual return | -5.02% | 11.38%-16.4pp | 850.97%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,770 | $2,993+59.4% | $4,082+16.9% | $3,470+37.5% |
| Admin fee / account holder | $7,700 | $4,046+90.3% | $5,479+40.5% | $4,887+57.5% |