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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 | $107,372 | $97,020+10.7% | $83,327+28.9% | $135,380-20.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -3.79% | 12.31%-16.1pp | 10.64%-14.4pp | 519.81%-523.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,343 | $5,964-27.2% | $5,565-22.0% | $5,609-22.6% |
| Admin fee / account holder | $30,363 | $8,426+260.3% | $7,540+302.7% | $10,828+180.4% |