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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 | $94,467 | $77,817+21.4% | $123,553-23.5% | $64,173+47.2% |
| Participation rate | 54.1% | 74.7%-20.6pp | 82.3%-28.2pp | 69.6%-15.5pp |
| Annual return | -6.04% | 12.49%-18.5pp | 119.21%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,477 | $5,240+23.6% | $6,426+0.8% | $3,470+86.7% |
| Admin fee / account holder | $4,575 | $5,519-17.1% | $9,284-50.7% | $4,887-6.4% |