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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 | $112,702 | $97,020+16.2% | $83,327+35.3% | $135,380-16.8% |
| Participation rate | 41.7% | 80.4%-38.7pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | -4.17% | 12.31%-16.5pp | 10.64%-14.8pp | 519.81%-524.0pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $27,123 | $5,964+354.8% | $5,565+387.3% | $5,609+383.6% |
| Admin fee / account holder | $37,166 | $8,426+341.1% | $7,540+392.9% | $10,828+243.2% |