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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 | $166,929 | $92,219+81.0% | $76,768+117.4% | $135,379+23.3% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -4.35% | 5.46%-9.8pp | 2.43%-6.8pp | 519.79%-524.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,757 | $4,508-16.7% | $3,852-2.5% | $5,609-33.0% |
| Admin fee / account holder | $1,838 | $10,749-82.9% | $6,675-72.5% | $10,828-83.0% |