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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 | $162,668 | $49,177+230.8% | $79,466+104.7% | $64,173+153.5% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | -3.82% | -1.16%-2.7pp | 718.28%-722.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,162 | $2,821+12.1% | $3,704-14.6% | $3,470-8.9% |
| Admin fee / account holder | $4,890 | $3,839+27.4% | $5,104-4.2% | $4,8870% |