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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 | $134,895 | $77,817+73.3% | $123,553+9.2% | $64,173+110.2% |
| Participation rate | 64.7% | 74.7%-10.0pp | 82.3%-17.6pp | 69.6%-4.9pp |
| Annual return | -6.07% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,164 | $5,240+17.6% | $6,426-4.1% | $3,470+77.6% |
| Admin fee / account holder | $665 | $5,519-87.9% | $9,284-92.8% | $4,887-86.4% |