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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 | $140,928 | $113,941+23.7% | $94,229+49.6% | $125,389+12.4% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -1.39% | 5.29%-6.7pp | 10.68%-12.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,259 | $5,179-17.8% | $4,320-1.4% | $5,352-20.4% |
| Admin fee / account holder | $7,429 | $8,392-11.5% | $6,269+18.5% | $9,541-22.1% |