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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 | $86,842 | $57,350+51.4% | $83,850+3.6% | $64,181+35.3% |
| Participation rate | 27.6% | 68.6%-41.0pp | 76.1%-48.6pp | 69.6%-42.0pp |
| Annual return | -6.83% | 11.38%-18.2pp | 850.92%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,244 | $2,993+8.4% | $4,082-20.5% | $3,470-6.5% |
| Admin fee / account holder | $354 | $4,046-91.2% | $5,478-93.5% | $4,887-92.8% |