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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 | $132,332 | $94,529+40.0% | $140,019-5.5% | $64,173+106.2% |
| Participation rate | 35.5% | 84.1%-48.6pp | 87.5%-52.0pp | 69.6%-34.1pp |
| Annual return | -4.61% | 7.77%-12.4pp | 651.15%-655.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,990 | $5,250-24.0% | $6,927-42.4% | $3,470+15.0% |
| Admin fee / account holder | $666 | $6,741-90.1% | $10,705-93.8% | $4,887-86.4% |