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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 | $131,324 | $107,809+21.8% | $90,657+44.9% | $135,379-3.0% |
| Participation rate | 59.1% | 78.0%-19.0pp | 74.0%-14.9pp | 82.6%-23.6pp |
| Annual return | -1.32% | -0.90%-0.4pp | 1.89%-3.2pp | 519.79%-521.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,342 | $3,872-13.7% | $3,424-2.4% | $5,609-40.4% |
| Admin fee / account holder | $59,248 | $5,931+899.0% | $4,994+1086.3% | $10,828+447.2% |