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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 | $149,806 | $92,219+62.4% | $76,767+95.1% | $135,380+10.7% |
| Participation rate | 43.8% | 79.8%-36.0pp | 77.0%-33.2pp | 82.6%-38.9pp |
| Annual return | -3.02% | 5.46%-8.5pp | 2.43%-5.5pp | 519.81%-522.8pp |
| Employer contribution / active EE | $544 | $3,216-83.1% | $2,485-78.1% | $4,779-88.6% |
| Participant deferral / active EE | $5,204 | $4,508+15.4% | $3,852+35.1% | $5,609-7.2% |
| Admin fee / account holder | $53,559 | $10,749+398.3% | $6,675+702.3% | $10,828+394.6% |