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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 | $90,502 | $57,352+57.8% | $83,831+8.0% | $64,173+41.0% |
| Participation rate | 68.4% | 68.6%-0.2pp | 76.1%-7.7pp | 69.6%-1.1pp |
| Annual return | -6.09% | 11.38%-17.5pp | 850.99%-857.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,644 | $2,993-45.1% | $4,082-59.7% | $3,470-52.6% |
| Admin fee / account holder | $4,127 | $4,046+2.0% | $5,479-24.7% | $4,887-15.6% |