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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 | $166,891 | $45,872+263.8% | $77,096+116.5% | $68,486+143.7% |
| Participation rate | 68.8% | 55.9%+12.8pp | 67.9%+0.8pp | 67.9%+0.9pp |
| Annual return | -13.66% | 1.73%-15.4pp | 42.35%-56.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,630 | $2,963+22.5% | $4,429-18.1% | $4,028-9.9% |
| Admin fee / account holder | $4,151 | $3,041+36.5% | $5,428-23.5% | $5,404-23.2% |