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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 | $166,807 | $87,546+90.5% | $75,784+120.1% | $125,389+33.0% |
| Participation rate | 68.8% | 80.2%-11.4pp | 75.8%-7.1pp | 83.2%-14.4pp |
| Annual return | -0.97% | 13.49%-14.5pp | 9.68%-10.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,756 | $4,230+83.4% | $3,652+112.4% | $5,352+44.9% |
| Admin fee / account holder | $3,576 | $6,503-45.0% | $5,300-32.5% | $9,541-62.5% |