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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 | $87,008 | $211,946-58.9% | $169,452-48.7% | $135,380-35.7% |
| Participation rate | 40.0% | 82.6%-42.6pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -4.28% | 3.26%-7.5pp | 1.83%-6.1pp | 519.81%-524.1pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,640 | $6,075-56.5% | $5,277-50.0% | $5,609-52.9% |
| Admin fee / account holder | $19,414 | $11,472+69.2% | $9,110+113.1% | $10,828+79.3% |