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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 | $98,663 | $77,817+26.8% | $123,553-20.1% | $64,173+53.7% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | 0.21% | 12.49%-12.3pp | 119.21%-119.0pp | 7.63%-7.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,246 | $5,240+76.4% | $6,426+43.9% | $3,470+166.5% |
| Admin fee / account holder | $27,302 | $5,519+394.7% | $9,284+194.1% | $4,887+458.6% |