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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 | $114,791 | $58,587+95.9% | $83,322+37.8% | $64,173+78.9% |
| Participation rate | 41.9% | 72.0%-30.1pp | 77.8%-35.8pp | 69.6%-27.6pp |
| Annual return | -6.10% | 9.65%-15.7pp | 10.64%-16.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2 | $2,098-99.9% | $3,379-99.9% | $2,381-99.9% |
| Participant deferral / active EE | $3,779 | $4,654-18.8% | $5,565-32.1% | $3,470+8.9% |
| Admin fee / account holder | $1,959 | $9,279-78.9% | $7,540-74.0% | $4,887-59.9% |