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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 | $136,790 | $94,529+44.7% | $140,019-2.3% | $64,173+113.2% |
| Participation rate | 54.8% | 84.1%-29.3pp | 87.5%-32.7pp | 69.6%-14.8pp |
| Annual return | -5.72% | 7.77%-13.5pp | 651.15%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,396 | $5,250+79.0% | $6,927+35.7% | $3,470+170.8% |
| Admin fee / account holder | $4,048 | $6,741-39.9% | $10,705-62.2% | $4,887-17.2% |