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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 | $147,171 | $50,947+188.9% | $74,551+97.4% | $64,173+129.3% |
| Participation rate | 34.7% | 61.1%-26.3pp | 69.1%-34.4pp | 69.6%-34.8pp |
| Annual return | -5.74% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,844 | $2,302+23.6% | $3,108-8.5% | $3,470-18.0% |
| Admin fee / account holder | $3,111 | $4,221-26.3% | $5,059-38.5% | $4,887-36.4% |