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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 | $105,046 | $79,633+31.9% | $93,786+12.0% | $68,490+53.4% |
| Participation rate | 48.3% | 75.4%-27.1pp | 81.0%-32.7pp | 67.9%-19.6pp |
| Annual return | -17.23% | -0.10%-17.1pp | -11.32%-5.9pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,328-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,709 | $5,158+10.7% | $6,100-6.4% | $4,028+41.7% |
| Admin fee / account holder | $3,527 | $6,871-48.7% | $7,184-50.9% | $5,403-34.7% |